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 | $38,288 | $53,127-27.9% | $86,590-55.8% | $70,131-45.4% |
| Participation rate | 68.9% | 65.3%+3.6pp | 73.5%-4.7pp | 69.5%-0.7pp |
| Annual return | 17.68% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $616 | $2,068-70.2% | $2,839-78.3% | $2,342-73.7% |
| Participant deferral / active EE | $2,674 | $2,696-0.8% | $3,609-25.9% | $3,332-19.8% |
| Admin fee / account holder | $1,158 | $3,585-67.7% | $4,906-76.4% | $4,645-75.1% |