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 | $46,392 | $46,869-1.0% | $122,332-62.1% | $70,131-33.8% |
| Participation rate | 40.4% | 58.2%-17.8pp | 71.6%-31.3pp | 69.5%-29.2pp |
| Annual return | 17.77% | 24.22%-6.5pp | 30.27%-12.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $473 | $1,288-63.3% | $4,050-88.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,205 | $2,166-44.4% | $3,287-63.4% | $3,332-63.8% |
| Admin fee / account holder | $330 | $3,322-90.1% | $5,478-94.0% | $4,645-92.9% |