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 | $41,669 | $77,899-46.5% | $149,673-72.2% | $75,163-44.6% |
| Participation rate | 29.8% | 65.6%-35.8pp | 78.8%-48.9pp | 67.2%-37.4pp |
| Annual return | 19.15% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $836 | $3,137-73.4% | $4,818-82.7% | $2,670-68.7% |
| Participant deferral / active EE | $2,035 | $3,411-40.3% | $5,680-64.2% | $4,125-50.7% |
| Admin fee / account holder | $830 | $5,956-86.1% | $13,210-93.7% | $5,651-85.3% |