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 | $38,856 | $76,000-48.9% | $154,107-74.8% | $64,186-39.5% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.6pp |
| Annual return | 13.88% | 30.32%-16.4pp | 735.12%-721.2pp | 7.63%+6.2pp |
| Employer contribution / active EE | $603 | $3,351-82.0% | $5,298-88.6% | $2,381-74.7% |
| Participant deferral / active EE | $1,335 | $3,175-58.0% | $5,081-73.7% | $3,470-61.5% |
| Admin fee / account holder | $3,663 | $5,596-34.6% | $13,411-72.7% | $4,888-25.1% |