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 | $26,791 | $90,503-70.4% | $78,689-66.0% | $273,961-90.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 10.89% | 75.60%-64.7pp | 62.18%-51.3pp | 41.45%-30.6pp |
| Employer contribution / active EE | $718 | $3,176-77.4% | $2,851-74.8% | $4,869-85.3% |
| Participant deferral / active EE | $1,647 | $3,901-57.8% | $3,517-53.2% | $5,287-68.8% |
| Admin fee / account holder | $574 | $5,263-89.1% | $4,510-87.3% | $10,132-94.3% |