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 | $54,847 | $76,407-28.2% | $150,298-63.5% | $82,448-33.5% |
| Participation rate | 48.6% | 66.4%-17.7pp | 77.8%-29.1pp | 68.1%-19.4pp |
| Annual return | 17.88% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $952 | $2,614-63.6% | $4,154-77.1% | $2,551-62.7% |
| Participant deferral / active EE | $2,228 | $3,214-30.7% | $5,453-59.1% | $4,139-46.2% |
| Admin fee / account holder | $1,828 | $6,352-71.2% | $14,116-87.0% | $7,234-74.7% |