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 | $24,951 | $65,365-61.8% | $92,893-73.1% | $72,985-65.8% |
| Participation rate | 69.2% | 68.3%+0.9pp | 76.0%-6.8pp | 69.5%-0.3pp |
| Annual return | 19.28% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,012 | $2,594-61.0% | $3,653-72.3% | $2,440-58.5% |
| Participant deferral / active EE | $3,115 | $3,128-0.4% | $4,236-26.5% | $3,607-13.6% |
| Admin fee / account holder | $2,060 | $4,251-51.6% | $5,794-64.5% | $5,124-59.8% |