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 | $27,912 | $69,362-59.8% | $101,248-72.4% | $73,488-62.0% |
| Participation rate | 54.6% | 68.4%-13.8pp | 75.8%-21.2pp | 70.7%-16.1pp |
| Annual return | 19.22% | 18.46%+0.8pp | 46.47%-27.2pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,127 | $2,628-57.1% | $3,660-69.2% | $2,270-50.4% |
| Participant deferral / active EE | $2,177 | $3,300-34.0% | $4,370-50.2% | $3,740-41.8% |
| Admin fee / account holder | $914 | $704+29.9% | $5,945-84.6% | $513+78.1% |