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 | $31,587 | $58,523-46.0% | $99,443-68.2% | $72,985-56.7% |
| Participation rate | 47.4% | 64.6%-17.3pp | 73.8%-26.5pp | 69.5%-22.1pp |
| Annual return | 38.76% | 28.51%+10.3pp | 30.72%+8.0pp | 81.00%-42.2pp |
| Employer contribution / active EE | $585 | $1,512-61.3% | $2,540-77.0% | $2,440-76.0% |
| Participant deferral / active EE | $1,646 | $2,606-36.8% | $3,619-54.5% | $3,607-54.4% |
| Admin fee / account holder | $3,273 | $4,102-20.2% | $6,250-47.6% | $5,124-36.1% |