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 | $35,934 | $54,705-34.3% | $71,209-49.5% | $84,808-57.6% |
| Participation rate | 55.7% | 64.1%-8.3pp | 73.8%-18.0pp | 68.3%-12.6pp |
| Annual return | 15.29% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $646 | $2,158-70.0% | $2,721-76.2% | $2,631-75.4% |
| Participant deferral / active EE | $2,819 | $3,030-7.0% | $4,175-32.5% | $4,212-33.1% |
| Admin fee / account holder | $7,266 | $4,863+49.4% | $5,349+35.8% | $7,344-1.1% |