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 | $37,198 | $43,075-13.6% | $74,583-50.1% | $62,891-40.9% |
| Participation rate | 22.9% | 58.1%-35.1pp | 68.1%-45.2pp | 69.3%-46.4pp |
| Annual return | 23.04% | 17.50%+5.5pp | 20.47%+2.6pp | 20.14%+2.9pp |
| Employer contribution / active EE | $725 | $1,498-51.6% | $2,525-71.3% | $2,281-68.2% |
| Participant deferral / active EE | $1,024 | $2,389-57.1% | $3,458-70.4% | $3,203-68.0% |
| Admin fee / account holder | $707 | $2,840-75.1% | $4,138-82.9% | $4,296-83.6% |