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 | $28,036 | $53,822-47.9% | $75,696-63.0% | $85,850-67.3% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 25.70% | 24.54%+1.2pp | 104.53%-78.8pp | 318.53%-292.8pp |
| Employer contribution / active EE | $653 | $2,017-67.6% | $2,743-76.2% | $2,565-74.5% |
| Participant deferral / active EE | $1,131 | $2,895-60.9% | $3,821-70.4% | $3,952-71.4% |
| Admin fee / account holder | $1,835 | $3,343-45.1% | $3,619-49.3% | $6,260-70.7% |