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 | $46,188 | $65,041-29.0% | $90,951-49.2% | $79,858-42.2% |
| Participation rate | 59.5% | 61.6%-2.1pp | 69.0%-9.6pp | 69.6%-10.2pp |
| Annual return | 12.14% | 30.45%-18.3pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $395 | $1,247-68.3% | $2,122-81.4% | $2,471-84.0% |
| Participant deferral / active EE | $1,313 | $2,512-47.7% | $3,373-61.1% | $3,740-64.9% |
| Admin fee / account holder | $613 | $4,536-86.5% | $5,959-89.7% | $5,306-88.4% |