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 | $34,822 | $65,561-46.9% | $86,188-59.6% | $75,163-53.7% |
| Participation rate | 58.7% | 60.5%-1.8pp | 69.0%-10.3pp | 67.2%-8.5pp |
| Annual return | 20.75% | 46.05%-25.3pp | 1168.45%-1147.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,387 | $1,553-10.7% | $2,380-41.7% | $2,670-48.1% |
| Participant deferral / active EE | $2,175 | $3,024-28.1% | $3,985-45.4% | $4,125-47.3% |
| Admin fee / account holder | $2,809 | $5,474-48.7% | $6,852-59.0% | $5,651-50.3% |