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 | $23,903 | $63,764-62.5% | $81,930-70.8% | $79,858-70.1% |
| Participation rate | 52.9% | 67.5%-14.6pp | 72.0%-19.1pp | 69.6%-16.7pp |
| Annual return | 20.22% | 22.66%-2.4pp | 29.49%-9.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $972 | $1,795-45.8% | $4,310-77.4% | $2,471-60.7% |
| Participant deferral / active EE | $1,710 | $2,780-38.5% | $7,107-75.9% | $3,740-54.3% |
| Admin fee / account holder | $712 | $4,426-83.9% | $5,158-86.2% | $5,306-86.6% |