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 | $30,623 | $34,308-10.7% | $74,701-59.0% | $72,985-58.0% |
| Participation rate | 46.0% | 42.4%+3.6pp | 54.5%-8.4pp | 69.5%-23.5pp |
| Annual return | 20.40% | 26.58%-6.2pp | 752.92%-732.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $912 | $692+31.9% | $1,084-15.8% | $2,440-62.6% |
| Participant deferral / active EE | $1,436 | $1,271+13.0% | $1,964-26.9% | $3,607-60.2% |
| Admin fee / account holder | $2,458 | $2,124+15.7% | $3,333-26.3% | $5,124-52.0% |