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 | $35,062 | $69,977-49.9% | $108,579-67.7% | $62,891-44.3% |
| Participation rate | 55.2% | 72.9%-17.7pp | 79.6%-24.4pp | 69.3%-14.1pp |
| Annual return | 10.46% | 10.73%-0.3pp | -51.70%+62.2pp | 20.14%-9.7pp |
| Employer contribution / active EE | $945 | $2,135-55.7% | $3,758-74.9% | $2,281-58.6% |
| Participant deferral / active EE | $4,510 | $3,165+42.5% | $4,311+4.6% | $3,203+40.8% |
| Admin fee / account holder | $9,771 | $5,076+92.5% | $7,645+27.8% | $4,296+127.5% |