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 | $32,338 | $48,795-33.7% | $65,493-50.6% | $84,808-61.9% |
| Participation rate | 48.0% | 67.0%-19.0pp | 73.1%-25.1pp | 68.3%-20.3pp |
| Annual return | 18.90% | 20.20%-1.3pp | 982.45%-963.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $533 | $1,930-72.4% | $2,574-79.3% | $2,631-79.8% |
| Participant deferral / active EE | $2,328 | $2,928-20.5% | $3,961-41.2% | $4,212-44.7% |
| Admin fee / account holder | $331 | $3,877-91.5% | $5,028-93.4% | $7,344-95.5% |