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 | $39,288 | $70,428-44.2% | $96,562-59.3% | $85,850-54.2% |
| Participation rate | 35.0% | 61.8%-26.8pp | 69.8%-34.8pp | 69.3%-34.3pp |
| Annual return | 12.94% | 18.59%-5.7pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $928 | $1,413-34.3% | $2,356-60.6% | $2,565-63.8% |
| Participant deferral / active EE | $2,020 | $2,894-30.2% | $3,849-47.5% | $3,952-48.9% |
| Admin fee / account holder | $1,197 | $4,997-76.0% | $6,181-80.6% | $6,260-80.9% |