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 | $42,062 | $66,402-36.7% | $109,895-61.7% | $85,850-51.0% |
| Participation rate | 43.9% | 63.9%-20.0pp | 74.2%-30.3pp | 69.3%-25.4pp |
| Annual return | 20.28% | 19.59%+0.7pp | 29.45%-9.2pp | 318.53%-298.3pp |
| Employer contribution / active EE | $786 | $1,687-53.4% | $2,842-72.3% | $2,565-69.4% |
| Participant deferral / active EE | $1,645 | $2,842-42.1% | $4,048-59.4% | $3,952-58.4% |
| Admin fee / account holder | $602 | $4,557-86.8% | $6,066-90.1% | $6,260-90.4% |