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 | $31,001 | $133,922-76.9% | $116,228-73.3% | $142,382-78.2% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.6%-6.1pp | 80.1%-11.7pp |
| Annual return | 12.48% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $987 | $3,446-71.4% | $2,994-67.0% | $4,299-77.0% |
| Participant deferral / active EE | $3,289 | $5,672-42.0% | $4,953-33.6% | $6,507-49.5% |
| Admin fee / account holder | $515 | $14,945-96.6% | $11,989-95.7% | $12,624-95.9% |