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 | $18,240 | $52,279-65.1% | $89,391-79.6% | $79,858-77.2% |
| Participation rate | 60.6% | 57.5%+3.0pp | 68.0%-7.4pp | 69.6%-9.1pp |
| Annual return | 25.10% | 22.16%+2.9pp | 245.62%-220.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $966 | $1,572-38.5% | $2,586-62.6% | $2,471-60.9% |
| Participant deferral / active EE | $1,520 | $2,740-44.5% | $3,890-60.9% | $3,740-59.4% |
| Admin fee / account holder | $2,087 | $3,356-37.8% | $4,881-57.2% | $5,306-60.7% |