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 | $32,348 | $51,604-37.3% | $129,295-75.0% | $80,874-60.0% |
| Participation rate | 67.5% | 57.0%+10.5pp | 69.6%-2.2pp | 67.6%-0.2pp |
| Annual return | 14.67% | 20.76%-6.1pp | 9429.28%-9414.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $760 | $1,585-52.0% | $4,157-81.7% | $2,756-72.4% |
| Participant deferral / active EE | $2,279 | $2,670-14.7% | $4,169-45.3% | $4,297-47.0% |
| Admin fee / account holder | $1,074 | $4,310-75.1% | $7,665-86.0% | $6,935-84.5% |