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 | $29,200 | $78,705-62.9% | $117,854-75.2% | $70,131-58.4% |
| Participation rate | 25.0% | 73.2%-48.2pp | 79.7%-54.7pp | 69.5%-44.5pp |
| Annual return | 29.37% | 23.30%+6.1pp | 335.08%-305.7pp | 73.14%-43.8pp |
| Employer contribution / active EE | $711 | $2,223-68.0% | $3,786-81.2% | $2,342-69.6% |
| Participant deferral / active EE | $2,046 | $3,297-37.9% | $4,482-54.3% | $3,332-38.6% |
| Admin fee / account holder | $1,673 | $5,065-67.0% | $8,020-79.1% | $4,645-64.0% |