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 | $27,132 | $71,050-61.8% | $93,606-71.0% | $80,856-66.4% |
| Participation rate | 36.6% | 60.4%-23.8pp | 68.7%-32.1pp | 67.6%-31.1pp |
| Annual return | 42.72% | 11.26%+31.5pp | 133.20%-90.5pp | 35.59%+7.1pp |
| Employer contribution / active EE | $983 | $1,564-37.1% | $2,420-59.4% | $2,755-64.3% |
| Participant deferral / active EE | $2,332 | $4,034-42.2% | $4,411-47.1% | $4,296-45.7% |
| Admin fee / account holder | $1,707 | $6,945-75.4% | $8,285-79.4% | $6,918-75.3% |