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 | $30,178 | $69,207-56.4% | $64,056-52.9% | $139,434-78.4% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.40% | 45.88%-27.5pp | 33.69%-15.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $531 | $3,182-83.3% | $2,747-80.7% | $4,751-88.8% |
| Participant deferral / active EE | $2,217 | $4,682-52.7% | $3,880-42.9% | $6,710-67.0% |
| Admin fee / account holder | $352 | $4,244-91.7% | $3,068-88.5% | $11,403-96.9% |