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 | $30,096 | $47,944-37.2% | $67,834-55.6% | $62,891-52.1% |
| Participation rate | 44.2% | 61.1%-16.9pp | 68.8%-24.6pp | 69.3%-25.1pp |
| Annual return | 6.69% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $285 | $1,562-81.7% | $2,403-88.1% | $2,281-87.5% |
| Participant deferral / active EE | $1,109 | $2,247-50.6% | $3,160-64.9% | $3,203-65.4% |
| Admin fee / account holder | $799 | $3,712-78.5% | $4,622-82.7% | $4,296-81.4% |