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 | $31,725 | $45,073-29.6% | $69,455-54.3% | $72,985-56.5% |
| Participation rate | 57.7% | 68.5%-10.8pp | 74.6%-16.9pp | 69.5%-11.8pp |
| Annual return | 22.96% | 22.65%+0.3pp | 28.97%-6.0pp | 81.00%-58.0pp |
| Employer contribution / active EE | $457 | $2,054-77.7% | $2,779-83.6% | $2,440-81.3% |
| Participant deferral / active EE | $2,609 | $2,602+0.3% | $3,535-26.2% | $3,607-27.7% |
| Admin fee / account holder | $320 | $3,056-89.5% | $3,839-91.7% | $5,124-93.8% |