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 | $28,492 | $45,035-36.7% | $62,995-54.8% | $70,131-59.4% |
| Participation rate | 54.7% | 69.5%-14.8pp | 74.8%-20.1pp | 69.5%-14.8pp |
| Annual return | 19.38% | 18.76%+0.6pp | 87.57%-68.2pp | 73.14%-53.8pp |
| Employer contribution / active EE | $945 | $2,051-53.9% | $2,759-65.7% | $2,342-59.6% |
| Participant deferral / active EE | $2,138 | $2,465-13.2% | $3,329-35.8% | $3,332-35.8% |
| Admin fee / account holder | $331 | $2,834-88.3% | $3,600-90.8% | $4,645-92.9% |