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 | $31,745 | $121,625-73.9% | $104,607-69.7% | $158,922-80.0% |
| Participation rate | 40.9% | 77.5%-36.6pp | 74.1%-33.2pp | 82.0%-41.0pp |
| Annual return | 12.30% | 465.26%-453.0pp | 340.46%-328.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $670 | $3,163-78.8% | $2,681-75.0% | $4,761-85.9% |
| Participant deferral / active EE | $1,160 | $4,177-72.2% | $3,740-69.0% | $5,982-80.6% |
| Admin fee / account holder | $330 | $7,787-95.8% | $6,473-94.9% | $11,246-97.1% |