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 | $34,200 | $74,927-54.4% | $101,794-66.4% | $84,808-59.7% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 16.58% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $442 | $1,522-71.0% | $2,289-80.7% | $2,631-83.2% |
| Participant deferral / active EE | $2,137 | $3,099-31.1% | $4,084-47.7% | $4,212-49.3% |
| Admin fee / account holder | $648 | $6,514-90.1% | $8,777-92.6% | $7,344-91.2% |