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 | $35,315 | $51,736-31.7% | $120,225-70.6% | $67,986-48.1% |
| Participation rate | 43.1% | 46.1%-2.9pp | 69.6%-26.4pp | 57.2%-14.1pp |
| Annual return | 17.21% | 31.98%-14.8pp | 439.23%-422.0pp | 31.67%-14.5pp |
| Employer contribution / active EE | $988 | $1,071-7.8% | $3,475-71.6% | $2,019-51.1% |
| Participant deferral / active EE | $2,248 | $2,206+1.9% | $3,999-43.8% | $3,358-33.1% |
| Admin fee / account holder | $2,977 | $4,159-28.4% | $5,696-47.7% | $3,203-7.1% |