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 | $40,082 | $81,248-50.7% | $155,509-74.2% | $80,856-50.4% |
| Participation rate | 62.7% | 66.2%-3.6pp | 78.2%-15.5pp | 67.6%-5.0pp |
| Annual return | 11.41% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $805 | $3,100-74.0% | $4,672-82.8% | $2,755-70.8% |
| Participant deferral / active EE | $1,881 | $3,452-45.5% | $5,626-66.6% | $4,296-56.2% |
| Admin fee / account holder | $14,508 | $7,997+81.4% | $15,912-8.8% | $6,918+109.7% |