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 | $18,190 | $46,674-61.0% | $117,472-84.5% | $68,494-73.4% |
| Participation rate | 57.3% | 56.8%+0.6pp | 70.6%-13.3pp | 67.9%-10.6pp |
| Annual return | 23.28% | -14.52%+37.8pp | 29.74%-6.5pp | -7.84%+31.1pp |
| Employer contribution / active EE | $518 | $1,505-65.6% | $4,176-87.6% | $2,596-80.1% |
| Participant deferral / active EE | $2,306 | $2,636-12.5% | $4,070-43.4% | $4,027-42.7% |
| Admin fee / account holder | $2,820 | $4,020-29.8% | $5,645-50.0% | $5,403-47.8% |