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 | $29,685 | $48,795-39.2% | $65,493-54.7% | $84,808-65.0% |
| Participation rate | 48.1% | 67.0%-18.8pp | 73.1%-24.9pp | 68.3%-20.2pp |
| Annual return | 16.83% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $457 | $1,930-76.3% | $2,574-82.2% | $2,631-82.6% |
| Participant deferral / active EE | $1,020 | $2,928-65.2% | $3,961-74.2% | $4,212-75.8% |
| Admin fee / account holder | $462 | $3,877-88.1% | $5,028-90.8% | $7,344-93.7% |