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 | $38,498 | $55,706-30.9% | $75,886-49.3% | $72,985-47.3% |
| Participation rate | 40.2% | 61.1%-20.9pp | 69.3%-29.1pp | 69.5%-29.3pp |
| Annual return | 30.97% | 27.59%+3.4pp | 30.76%+0.2pp | 81.00%-50.0pp |
| Employer contribution / active EE | $692 | $1,687-59.0% | $2,500-72.3% | $2,440-71.7% |
| Participant deferral / active EE | $1,457 | $2,634-44.7% | $3,603-59.6% | $3,607-59.6% |
| Admin fee / account holder | $755 | $3,978-81.0% | $5,418-86.1% | $5,124-85.3% |