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 | $18,568 | $48,046-61.4% | $84,611-78.1% | $72,985-74.6% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 32.46% | 37.38%-4.9pp | 258.74%-226.3pp | 81.00%-48.5pp |
| Employer contribution / active EE | $830 | $1,602-48.2% | $2,652-68.7% | $2,440-66.0% |
| Participant deferral / active EE | $1,754 | $2,680-34.5% | $3,899-55.0% | $3,607-51.4% |
| Admin fee / account holder | $312 | $3,395-90.8% | $4,912-93.6% | $5,124-93.9% |