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 | $33,503 | $77,634-56.8% | $156,549-78.6% | $62,891-46.7% |
| Participation rate | 46.7% | 71.2%-24.5pp | 84.0%-37.3pp | 69.3%-22.6pp |
| Annual return | 21.48% | 50.32%-28.8pp | 32.23%-10.7pp | 20.14%+1.3pp |
| Employer contribution / active EE | $847 | $3,444-75.4% | $5,501-84.6% | $2,281-62.8% |
| Participant deferral / active EE | $1,797 | $3,045-41.0% | $4,871-63.1% | $3,203-43.9% |
| Admin fee / account holder | $315 | $5,561-94.3% | $13,027-97.6% | $4,296-92.7% |