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 | $46,488 | $86,944-46.5% | $107,525-56.8% | $74,304-37.4% |
| Participation rate | 56.4% | 59.6%-3.1pp | 75.1%-18.6pp | 60.3%-3.9pp |
| Annual return | 17.68% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $737 | $2,757-73.3% | $3,754-80.4% | $2,241-67.1% |
| Participant deferral / active EE | $1,723 | $3,554-51.5% | $5,116-66.3% | $3,767-54.3% |
| Admin fee / account holder | $622 | $3,727-83.3% | $8,919-93.0% | $2,969-79.0% |