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 | $22,897 | $59,839-61.7% | $81,983-72.1% | $79,858-71.3% |
| Participation rate | 64.9% | 61.6%+3.3pp | 69.2%-4.3pp | 69.6%-4.7pp |
| Annual return | 12.40% | 17.56%-5.2pp | 41.31%-28.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $428 | $1,713-75.0% | $2,498-82.9% | $2,471-82.7% |
| Participant deferral / active EE | $1,868 | $2,695-30.7% | $3,722-49.8% | $3,740-50.1% |
| Admin fee / account holder | $1,296 | $4,287-69.8% | $5,664-77.1% | $5,306-75.6% |