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 | $32,868 | $54,541-39.7% | $78,778-58.3% | $70,131-53.1% |
| Participation rate | 47.8% | 60.8%-13.0pp | 69.2%-21.4pp | 69.5%-21.7pp |
| Annual return | 18.90% | 21.07%-2.2pp | 35.62%-16.7pp | 73.14%-54.2pp |
| Employer contribution / active EE | $269 | $1,089-75.3% | $1,986-86.4% | $2,342-88.5% |
| Participant deferral / active EE | $1,482 | $2,210-32.9% | $2,958-49.9% | $3,332-55.5% |
| Admin fee / account holder | $320 | $3,709-91.4% | $5,134-93.8% | $4,645-93.1% |