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 | $33,689 | $84,233-60.0% | $170,442-80.2% | $70,131-52.0% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 15.32% | 23.06%-7.7pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,112 | $3,387-67.2% | $5,433-79.5% | $2,342-52.5% |
| Participant deferral / active EE | $2,529 | $3,086-18.1% | $4,939-48.8% | $3,332-24.1% |
| Admin fee / account holder | $326 | $5,698-94.3% | $13,880-97.6% | $4,645-93.0% |