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 | $37,124 | $65,041-42.9% | $90,951-59.2% | $79,858-53.5% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-24.9pp |
| Annual return | 17.08% | 30.45%-13.4pp | 134.60%-117.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,683 | $1,247+35.0% | $2,122-20.7% | $2,471-31.9% |
| Participant deferral / active EE | $2,524 | $2,512+0.5% | $3,373-25.2% | $3,740-32.5% |
| Admin fee / account holder | $3,981 | $4,536-12.2% | $5,959-33.2% | $5,306-25.0% |