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 | $34,254 | $63,764-46.3% | $81,930-58.2% | $79,858-57.1% |
| Participation rate | 54.4% | 67.5%-13.1pp | 72.0%-17.6pp | 69.6%-15.2pp |
| Annual return | 18.49% | 22.66%-4.2pp | 29.49%-11.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $668 | $1,795-62.8% | $4,310-84.5% | $2,471-73.0% |
| Participant deferral / active EE | $1,023 | $2,780-63.2% | $7,107-85.6% | $3,740-72.6% |
| Admin fee / account holder | $444 | $4,426-90.0% | $5,158-91.4% | $5,306-91.6% |