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 | $29,707 | $77,813-61.8% | $123,544-76.0% | $64,186-53.7% |
| Participation rate | 46.5% | 74.7%-28.2pp | 82.3%-35.8pp | 69.6%-23.1pp |
| Annual return | 22.71% | 12.48%+10.2pp | 119.20%-96.5pp | 7.63%+15.1pp |
| Employer contribution / active EE | $937 | $3,014-68.9% | $4,628-79.7% | $2,381-60.6% |
| Participant deferral / active EE | $3,109 | $5,240-40.7% | $6,426-51.6% | $3,470-10.4% |
| Admin fee / account holder | $2,802 | $5,519-49.2% | $9,284-69.8% | $4,888-42.7% |