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 | $52,485 | $69,977-25.0% | $108,579-51.7% | $62,891-16.5% |
| Participation rate | 44.7% | 72.9%-28.2pp | 79.6%-34.9pp | 69.3%-24.6pp |
| Annual return | 8.85% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $926 | $2,135-56.6% | $3,758-75.4% | $2,281-59.4% |
| Participant deferral / active EE | $1,927 | $3,165-39.1% | $4,311-55.3% | $3,203-39.9% |
| Admin fee / account holder | $597 | $5,076-88.2% | $7,645-92.2% | $4,296-86.1% |