See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,909 | $45,035-13.6% | $62,995-38.2% | $70,131-44.5% |
| Participation rate | 46.7% | 69.5%-22.9pp | 74.8%-28.1pp | 69.5%-22.9pp |
| Annual return | 17.45% | 18.76%-1.3pp | 87.57%-70.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,131 | $2,051-44.9% | $2,759-59.0% | $2,342-51.7% |
| Participant deferral / active EE | $1,640 | $2,465-33.5% | $3,329-50.7% | $3,332-50.8% |
| Admin fee / account holder | $825 | $2,834-70.9% | $3,600-77.1% | $4,645-82.2% |