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 | $40,028 | $49,915-19.8% | $154,803-74.1% | $74,304-46.1% |
| Participation rate | 22.3% | 54.0%-31.6pp | 78.1%-55.7pp | 60.3%-38.0pp |
| Annual return | 19.20% | 34.06%-14.9pp | 58.88%-39.7pp | 29.43%-10.2pp |
| Employer contribution / active EE | $551 | $1,611-65.8% | $4,305-87.2% | $2,241-75.4% |
| Participant deferral / active EE | $1,578 | $2,255-30.0% | $5,540-71.5% | $3,767-58.1% |
| Admin fee / account holder | $430 | $2,189-80.3% | $14,329-97.0% | $2,969-85.5% |