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 | $38,910 | $64,890-40.0% | $134,172-71.0% | $67,986-42.8% |
| Participation rate | 37.6% | 48.5%-10.9pp | 72.5%-34.9pp | 57.2%-19.6pp |
| Annual return | 17.51% | 16.12%+1.4pp | 25.30%-7.8pp | 31.67%-14.2pp |
| Employer contribution / active EE | $700 | $1,360-48.5% | $3,420-79.5% | $2,019-65.3% |
| Participant deferral / active EE | $1,421 | $2,289-37.9% | $4,690-69.7% | $3,358-57.7% |
| Admin fee / account holder | $7,188 | $3,140+128.9% | $12,016-40.2% | $3,203+124.4% |