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 | $26,299 | $48,076-45.3% | $78,689-66.6% | $62,891-58.2% |
| Participation rate | 67.7% | 65.2%+2.5pp | 73.6%-5.8pp | 69.3%-1.6pp |
| Annual return | 14.52% | 31.35%-16.8pp | 62.18%-47.7pp | 20.14%-5.6pp |
| Employer contribution / active EE | $530 | $2,015-73.7% | $2,851-81.4% | $2,281-76.7% |
| Participant deferral / active EE | $2,243 | $2,588-13.3% | $3,517-36.2% | $3,203-30.0% |
| Admin fee / account holder | $328 | $3,207-89.8% | $4,510-92.7% | $4,296-92.4% |