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 | $42,328 | $37,426+13.1% | $77,482-45.4% | $79,858-47.0% |
| Participation rate | 30.2% | 41.5%-11.3pp | 54.2%-24.0pp | 69.6%-39.5pp |
| Annual return | 24.06% | 39.70%-15.6pp | 54.79%-30.7pp | 31.71%-7.7pp |
| Employer contribution / active EE | $611 | $637-4.1% | $986-38.1% | $2,471-75.3% |
| Participant deferral / active EE | $1,606 | $1,260+27.4% | $1,861-13.7% | $3,740-57.1% |
| Admin fee / account holder | $420 | $2,504-83.2% | $2,858-85.3% | $5,306-92.1% |