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 | $32,818 | $48,364-32.1% | $71,796-54.3% | $62,891-47.8% |
| Participation rate | 58.3% | 60.6%-2.3pp | 69.1%-10.8pp | 69.3%-11.0pp |
| Annual return | 9.44% | 13.16%-3.7pp | 78.04%-68.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $438 | $1,042-58.0% | $1,924-77.2% | $2,281-80.8% |
| Participant deferral / active EE | $3,269 | $2,091+56.3% | $2,794+17.0% | $3,203+2.1% |
| Admin fee / account holder | $741 | $3,771-80.3% | $4,815-84.6% | $4,296-82.7% |