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 | $25,193 | $51,638-51.2% | $68,368-63.2% | $82,448-69.4% |
| Participation rate | 48.1% | 63.6%-15.6pp | 73.8%-25.7pp | 68.1%-20.0pp |
| Annual return | 18.40% | 37.53%-19.1pp | 292.57%-274.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $829 | $2,047-59.5% | $2,649-68.7% | $2,551-67.5% |
| Participant deferral / active EE | $2,232 | $2,914-23.4% | $4,123-45.9% | $4,139-46.1% |
| Admin fee / account holder | $4,806 | $4,643+3.5% | $5,150-6.7% | $7,234-33.6% |