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 | $24,615 | $64,324-61.7% | $118,925-79.3% | $79,858-69.2% |
| Participation rate | 50.6% | 64.9%-14.3pp | 75.4%-24.8pp | 69.6%-19.0pp |
| Annual return | 24.04% | 86.45%-62.4pp | 35.88%-11.8pp | 31.71%-7.7pp |
| Employer contribution / active EE | $859 | $1,836-53.2% | $3,263-73.7% | $2,471-65.2% |
| Participant deferral / active EE | $1,685 | $2,824-40.3% | $4,265-60.5% | $3,740-54.9% |
| Admin fee / account holder | $513 | $4,040-87.3% | $6,581-92.2% | $5,306-90.3% |