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 | $41,721 | $58,208-28.3% | $81,812-49.0% | $80,856-48.4% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.3%-4.7pp | 67.6%0pp |
| Annual return | 14.34% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $784 | $2,340-66.5% | $2,912-73.1% | $2,755-71.5% |
| Participant deferral / active EE | $2,188 | $3,281-33.3% | $4,319-49.3% | $4,296-49.1% |
| Admin fee / account holder | $422 | $4,981-91.5% | $7,386-94.3% | $6,918-93.9% |