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 | $46,536 | $71,050-34.5% | $93,606-50.3% | $80,856-42.4% |
| Participation rate | 46.8% | 60.4%-13.6pp | 68.7%-21.9pp | 67.6%-20.8pp |
| Annual return | 11.89% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $756 | $1,564-51.6% | $2,420-68.8% | $2,755-72.6% |
| Participant deferral / active EE | $2,585 | $4,034-35.9% | $4,411-41.4% | $4,296-39.8% |
| Admin fee / account holder | $382 | $6,945-94.5% | $8,285-95.4% | $6,918-94.5% |