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 | $30,091 | $48,046-37.4% | $84,611-64.4% | $72,985-58.8% |
| Participation rate | 59.2% | 57.6%+1.6pp | 68.2%-9.0pp | 69.5%-10.3pp |
| Annual return | 22.53% | 37.38%-14.8pp | 258.74%-236.2pp | 81.00%-58.5pp |
| Employer contribution / active EE | $871 | $1,602-45.6% | $2,652-67.2% | $2,440-64.3% |
| Participant deferral / active EE | $2,595 | $2,680-3.2% | $3,899-33.4% | $3,607-28.1% |
| Admin fee / account holder | $3,031 | $3,395-10.7% | $4,912-38.3% | $5,124-40.9% |