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 | $28,355 | $49,915-43.2% | $154,803-81.7% | $74,304-61.8% |
| Participation rate | 57.5% | 54.0%+3.5pp | 78.1%-20.6pp | 60.3%-2.8pp |
| Annual return | 13.32% | 34.06%-20.7pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $898 | $1,611-44.2% | $4,305-79.1% | $2,241-59.9% |
| Participant deferral / active EE | $1,852 | $2,255-17.9% | $5,540-66.6% | $3,767-50.8% |
| Admin fee / account holder | $7,406 | $2,189+238.3% | $14,329-48.3% | $2,969+149.5% |