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 | $42,835 | $99,652-57.0% | $78,778-45.6% | $147,584-71.0% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 10.35% | 47.28%-36.9pp | 35.62%-25.3pp | 578.55%-568.2pp |
| Employer contribution / active EE | $319 | $2,796-88.6% | $1,986-83.9% | $4,876-93.5% |
| Participant deferral / active EE | $2,227 | $3,664-39.2% | $2,958-24.7% | $5,439-59.1% |
| Admin fee / account holder | $6,606 | $7,155-7.7% | $5,134+28.7% | $10,885-39.3% |