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 | $22,727 | $48,046-52.7% | $84,611-73.1% | $72,985-68.9% |
| Participation rate | 29.3% | 57.6%-28.3pp | 68.2%-38.9pp | 69.5%-40.2pp |
| Annual return | 23.75% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $720 | $1,602-55.0% | $2,652-72.8% | $2,440-70.5% |
| Participant deferral / active EE | $1,403 | $2,680-47.7% | $3,899-64.0% | $3,607-61.1% |
| Admin fee / account holder | $516 | $3,395-84.8% | $4,912-89.5% | $5,124-89.9% |