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 | $40,714 | $37,426+8.8% | $77,482-47.5% | $79,858-49.0% |
| Participation rate | 38.3% | 41.5%-3.2pp | 54.2%-15.9pp | 69.6%-31.3pp |
| Annual return | 19.83% | 39.70%-19.9pp | 54.79%-35.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $519 | $637-18.5% | $986-47.4% | $2,471-79.0% |
| Participant deferral / active EE | $723 | $1,260-42.6% | $1,861-61.2% | $3,740-80.7% |
| Admin fee / account holder | $8,074 | $2,504+222.4% | $2,858+182.5% | $5,306+52.2% |