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 | $39,902 | $67,411-40.8% | $91,001-56.2% | $70,131-43.1% |
| Participation rate | 42.3% | 71.4%-29.1pp | 75.6%-33.3pp | 69.5%-27.2pp |
| Annual return | 22.03% | -40.16%+62.2pp | 4.60%+17.4pp | 73.14%-51.1pp |
| Employer contribution / active EE | $931 | $1,786-47.9% | $2,456-62.1% | $2,342-60.2% |
| Participant deferral / active EE | $2,671 | $2,823-5.4% | $3,547-24.7% | $3,332-19.8% |
| Admin fee / account holder | $356 | $4,236-91.6% | $5,417-93.4% | $4,645-92.3% |