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 | $33,342 | $58,828-43.3% | $77,999-57.3% | $62,891-47.0% |
| Participation rate | 63.6% | 71.1%-7.4pp | 75.5%-11.9pp | 69.3%-5.7pp |
| Annual return | 8.08% | 17.16%-9.1pp | 425.96%-417.9pp | 20.14%-12.1pp |
| Employer contribution / active EE | $478 | $1,672-71.4% | $2,470-80.6% | $2,281-79.0% |
| Participant deferral / active EE | $1,457 | $2,686-45.7% | $3,497-58.3% | $3,203-54.5% |
| Admin fee / account holder | $945 | $4,393-78.5% | $5,480-82.8% | $4,296-78.0% |