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 | $23,203 | $51,638-55.1% | $68,368-66.1% | $82,448-71.9% |
| Participation rate | 67.2% | 63.6%+3.6pp | 73.8%-6.6pp | 68.1%-0.9pp |
| Annual return | 16.94% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $746 | $2,047-63.5% | $2,649-71.8% | $2,551-70.7% |
| Participant deferral / active EE | $866 | $2,914-70.3% | $4,123-79.0% | $4,139-79.1% |
| Admin fee / account holder | $807 | $4,643-82.6% | $5,150-84.3% | $7,234-88.8% |