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 | $38,264 | $91,190-58.0% | $178,490-78.6% | $79,858-52.1% |
| Participation rate | 48.6% | 69.2%-20.6pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 17.40% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $608 | $3,256-81.3% | $5,011-87.9% | $2,471-75.4% |
| Participant deferral / active EE | $1,968 | $3,236-39.2% | $5,202-62.2% | $3,740-47.4% |
| Admin fee / account holder | $579 | $6,751-91.4% | $13,984-95.9% | $5,306-89.1% |