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 | $27,874 | $53,127-47.5% | $86,590-67.8% | $70,131-60.3% |
| Participation rate | 61.1% | 65.3%-4.2pp | 73.5%-12.4pp | 69.5%-8.4pp |
| Annual return | 15.06% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $671 | $2,068-67.6% | $2,839-76.4% | $2,342-71.4% |
| Participant deferral / active EE | $2,785 | $2,696+3.3% | $3,609-22.8% | $3,332-16.4% |
| Admin fee / account holder | $5,655 | $3,585+57.7% | $4,906+15.3% | $4,645+21.7% |