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 | $32,752 | $58,512-44.0% | $84,015-61.0% | $72,985-55.1% |
| Participation rate | 63.3% | 61.2%+2.0pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 22.27% | 28.93%-6.7pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $450 | $1,163-61.3% | $1,983-77.3% | $2,440-81.6% |
| Participant deferral / active EE | $1,675 | $2,394-30.0% | $3,239-48.3% | $3,607-53.6% |
| Admin fee / account holder | $557 | $4,569-87.8% | $6,101-90.9% | $5,124-89.1% |