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 | $26,798 | $49,025-45.3% | $87,507-69.4% | $62,891-57.4% |
| Participation rate | 24.4% | 64.9%-40.5pp | 73.8%-49.4pp | 69.3%-44.9pp |
| Annual return | 10.80% | 10.02%+0.8pp | 12.21%-1.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $704 | $1,372-48.7% | $2,550-72.4% | $2,281-69.1% |
| Participant deferral / active EE | $1,446 | $2,289-36.9% | $3,149-54.1% | $3,203-54.9% |
| Admin fee / account holder | $330 | $4,065-91.9% | $4,221-92.2% | $4,296-92.3% |