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 | $34,060 | $65,365-47.9% | $92,893-63.3% | $72,985-53.3% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 22.80% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $882 | $2,594-66.0% | $3,653-75.9% | $2,440-63.9% |
| Participant deferral / active EE | $3,466 | $3,128+10.8% | $4,236-18.2% | $3,607-3.9% |
| Admin fee / account holder | $315 | $4,251-92.6% | $5,794-94.6% | $5,124-93.8% |