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 | $45,343-37.5% | $150,298-81.1% | $67,986-58.3% |
| Participation rate | 57.5% | 51.9%+5.6pp | 77.8%-20.3pp | 57.2%+0.3pp |
| Annual return | 13.32% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.3pp |
| Employer contribution / active EE | $898 | $1,462-38.5% | $4,154-78.4% | $2,019-55.5% |
| Participant deferral / active EE | $1,852 | $2,055-9.9% | $5,453-66.0% | $3,358-44.9% |
| Admin fee / account holder | $7,406 | $2,250+229.2% | $14,116-47.5% | $3,203+131.2% |