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 | $27,023 | $53,127-49.1% | $86,590-68.8% | $70,131-61.5% |
| Participation rate | 59.5% | 65.3%-5.8pp | 73.5%-14.0pp | 69.5%-10.0pp |
| Annual return | 13.66% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $653 | $2,068-68.4% | $2,839-77.0% | $2,342-72.1% |
| Participant deferral / active EE | $940 | $2,696-65.1% | $3,609-73.9% | $3,332-71.8% |
| Admin fee / account holder | $2,530 | $3,585-29.5% | $4,906-48.4% | $4,645-45.5% |