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 | $38,249 | $45,035-15.1% | $62,995-39.3% | $70,131-45.5% |
| Participation rate | 65.4% | 69.5%-4.1pp | 74.8%-9.4pp | 69.5%-4.2pp |
| Annual return | 16.49% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,058 | $2,051-48.4% | $2,759-61.7% | $2,342-54.8% |
| Participant deferral / active EE | $3,392 | $2,465+37.6% | $3,329+1.9% | $3,332+1.8% |
| Admin fee / account holder | $1,592 | $2,834-43.8% | $3,600-55.8% | $4,645-65.7% |