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 | $32,395 | $85,202-62.0% | $172,739-81.2% | $72,985-55.6% |
| Participation rate | 59.6% | 70.1%-10.4pp | 82.6%-23.0pp | 69.5%-9.8pp |
| Annual return | 27.72% | 27.32%+0.4pp | 802.84%-775.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $1,080 | $3,324-67.5% | $5,143-79.0% | $2,440-55.7% |
| Participant deferral / active EE | $2,357 | $3,260-27.7% | $5,198-54.7% | $3,607-34.7% |
| Admin fee / account holder | $740 | $5,884-87.4% | $13,954-94.7% | $5,124-85.6% |