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 | $51,152 | $70,428-27.4% | $96,562-47.0% | $85,850-40.4% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 14.52% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.0pp |
| Employer contribution / active EE | $394 | $1,413-72.1% | $2,356-83.3% | $2,565-84.7% |
| Participant deferral / active EE | $1,402 | $2,894-51.5% | $3,849-63.6% | $3,952-64.5% |
| Admin fee / account holder | $451 | $4,997-91.0% | $6,181-92.7% | $6,260-92.8% |