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 | $35,498 | $45,566-22.1% | $64,105-44.6% | $59,632-40.5% |
| Participation rate | 59.1% | 60.2%-1.1pp | 68.2%-9.1pp | 68.7%-9.6pp |
| Annual return | 5.72% | 4.95%+0.8pp | 791.24%-785.5pp | 2041.28%-2035.6pp |
| Employer contribution / active EE | $1,388 | $934+48.6% | $1,820-23.7% | $2,203-37.0% |
| Participant deferral / active EE | $2,303 | $2,057+12.0% | $2,822-18.4% | $3,192-27.8% |
| Admin fee / account holder | $1,026 | $3,268-68.6% | $4,499-77.2% | $4,297-76.1% |