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 | $41,310 | $39,019+5.9% | $80,716-48.8% | $85,850-51.9% |
| Participation rate | 53.7% | 41.5%+12.2pp | 54.2%-0.5pp | 69.3%-15.6pp |
| Annual return | 16.62% | 26.27%-9.6pp | 87.28%-70.7pp | 318.53%-301.9pp |
| Employer contribution / active EE | $633 | $722-12.3% | $1,160-45.4% | $2,565-75.3% |
| Participant deferral / active EE | $977 | $1,326-26.3% | $2,146-54.5% | $3,952-75.3% |
| Admin fee / account holder | $474 | $2,431-80.5% | $3,380-86.0% | $6,260-92.4% |