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 | $35,408 | $65,365-45.8% | $92,893-61.9% | $72,985-51.5% |
| Participation rate | 45.8% | 68.3%-22.6pp | 76.0%-30.2pp | 69.5%-23.7pp |
| Annual return | 18.99% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $995 | $2,594-61.6% | $3,653-72.8% | $2,440-59.2% |
| Participant deferral / active EE | $2,115 | $3,128-32.4% | $4,236-50.1% | $3,607-41.4% |
| Admin fee / account holder | $676 | $4,251-84.1% | $5,794-88.3% | $5,124-86.8% |