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 | $21,488 | $43,723-50.9% | $121,196-82.3% | $64,186-66.5% |
| Participation rate | 50.7% | 58.3%-7.6pp | 71.7%-21.0pp | 69.6%-18.8pp |
| Annual return | 7.27% | 68.91%-61.6pp | 16.93%-9.7pp | 7.63%-0.4pp |
| Employer contribution / active EE | $496 | $1,296-61.7% | $4,022-87.7% | $2,381-79.2% |
| Participant deferral / active EE | $1,238 | $2,280-45.7% | $3,344-63.0% | $3,470-64.3% |
| Admin fee / account holder | $709 | $3,501-79.7% | $5,019-85.9% | $4,888-85.5% |