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 | $32,720 | $57,065-42.7% | $75,670-56.8% | $70,131-53.3% |
| Participation rate | 69.5% | 68.1%+1.4pp | 72.3%-2.9pp | 69.5%-0.1pp |
| Annual return | 14.85% | 23.57%-8.7pp | 27.34%-12.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $357 | $1,817-80.4% | $2,352-84.8% | $2,342-84.8% |
| Participant deferral / active EE | $1,561 | $2,580-39.5% | $3,142-50.3% | $3,332-53.1% |
| Admin fee / account holder | $586 | $3,825-84.7% | $5,800-89.9% | $4,645-87.4% |