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 | $40,925 | $46,553-12.1% | $64,056-36.1% | $75,163-45.6% |
| Participation rate | 61.1% | 65.9%-4.8pp | 72.3%-11.2pp | 67.2%-6.1pp |
| Annual return | 18.40% | 26.03%-7.6pp | 33.69%-15.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $515 | $1,974-73.9% | $2,747-81.3% | $2,670-80.7% |
| Participant deferral / active EE | $2,690 | $2,837-5.2% | $3,880-30.7% | $4,125-34.8% |
| Admin fee / account holder | $1,166 | $2,952-60.5% | $3,068-62.0% | $5,651-79.4% |