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 | $35,829 | $48,046-25.4% | $84,611-57.7% | $72,985-50.9% |
| Participation rate | 57.4% | 57.6%-0.2pp | 68.2%-10.9pp | 69.5%-12.1pp |
| Annual return | 21.04% | 37.38%-16.3pp | 258.74%-237.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $655 | $1,602-59.1% | $2,652-75.3% | $2,440-73.2% |
| Participant deferral / active EE | $1,315 | $2,680-51.0% | $3,899-66.3% | $3,607-63.6% |
| Admin fee / account holder | $428 | $3,395-87.4% | $4,912-91.3% | $5,124-91.6% |