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 | $31,874 | $67,606-52.9% | $82,313-61.3% | $70,131-54.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.9%-15.6pp | 69.5%-8.3pp |
| Annual return | 21.92% | 21.57%+0.4pp | 25.88%-4.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $493 | $1,755-71.9% | $2,428-79.7% | $2,342-78.9% |
| Participant deferral / active EE | $1,438 | $2,987-51.9% | $3,706-61.2% | $3,332-56.9% |
| Admin fee / account holder | $617 | $4,512-86.3% | $5,608-89.0% | $4,645-86.7% |