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 | $50,426 | $86,929-42.0% | $102,423-50.8% | $80,856-37.6% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 10.64% | 18.88%-8.2pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $930 | $2,369-60.7% | $3,023-69.2% | $2,755-66.2% |
| Participant deferral / active EE | $2,502 | $4,118-39.2% | $5,053-50.5% | $4,296-41.8% |
| Admin fee / account holder | $568 | $8,049-92.9% | $9,451-94.0% | $6,918-91.8% |