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 | $34,344 | $37,426-8.2% | $77,482-55.7% | $79,858-57.0% |
| Participation rate | 44.8% | 41.5%+3.3pp | 54.2%-9.4pp | 69.6%-24.8pp |
| Annual return | 28.45% | 39.70%-11.2pp | 54.79%-26.3pp | 31.71%-3.3pp |
| Employer contribution / active EE | $197 | $637-69.0% | $986-80.0% | $2,471-92.0% |
| Participant deferral / active EE | $621 | $1,260-50.7% | $1,861-66.6% | $3,740-83.4% |
| Admin fee / account holder | $978 | $2,504-60.9% | $2,858-65.8% | $5,306-81.6% |