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 | $36,078 | $77,634-53.5% | $156,549-77.0% | $62,891-42.6% |
| Participation rate | 50.9% | 71.2%-20.3pp | 84.0%-33.1pp | 69.3%-18.4pp |
| Annual return | 4.78% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $745 | $3,444-78.4% | $5,501-86.4% | $2,281-67.3% |
| Participant deferral / active EE | $1,388 | $3,045-54.4% | $4,871-71.5% | $3,203-56.7% |
| Admin fee / account holder | $3,579 | $5,561-35.6% | $13,027-72.5% | $4,296-16.7% |