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 | $39,222 | $57,354-31.6% | $83,848-53.2% | $64,186-38.9% |
| Participation rate | 34.3% | 68.6%-34.3pp | 76.1%-41.9pp | 69.6%-35.3pp |
| Annual return | 27.16% | 11.38%+15.8pp | 850.88%-823.7pp | 7.63%+19.5pp |
| Employer contribution / active EE | $856 | $2,545-66.4% | $3,631-76.4% | $2,381-64.1% |
| Participant deferral / active EE | $1,471 | $2,993-50.9% | $4,082-64.0% | $3,470-57.6% |
| Admin fee / account holder | $1,890 | $4,046-53.3% | $5,478-65.5% | $4,888-61.3% |