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 | $30,260 | $53,127-43.0% | $86,590-65.1% | $70,131-56.9% |
| Participation rate | 56.7% | 65.3%-8.6pp | 73.5%-16.9pp | 69.5%-12.9pp |
| Annual return | 17.41% | 27.66%-10.2pp | 964.84%-947.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,010 | $2,068-51.1% | $2,839-64.4% | $2,342-56.9% |
| Participant deferral / active EE | $1,225 | $2,696-54.6% | $3,609-66.0% | $3,332-63.2% |
| Admin fee / account holder | $987 | $3,585-72.5% | $4,906-79.9% | $4,645-78.8% |