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 | $35,134 | $53,127-33.9% | $86,590-59.4% | $70,131-49.9% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 16.78% | 27.66%-10.9pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $658 | $2,068-68.2% | $2,839-76.8% | $2,342-71.9% |
| Participant deferral / active EE | $3,728 | $2,696+38.3% | $3,609+3.3% | $3,332+11.9% |
| Admin fee / account holder | $456 | $3,585-87.3% | $4,906-90.7% | $4,645-90.2% |