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 | $29,023 | $47,848-39.3% | $81,478-64.4% | $70,131-58.6% |
| Participation rate | 46.7% | 58.3%-11.6pp | 68.0%-21.3pp | 69.5%-22.9pp |
| Annual return | 16.47% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $229 | $1,527-85.0% | $2,568-91.1% | $2,342-90.2% |
| Participant deferral / active EE | $919 | $2,453-62.5% | $3,537-74.0% | $3,332-72.4% |
| Admin fee / account holder | $1,024 | $3,145-67.4% | $4,561-77.6% | $4,645-78.0% |