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 | $42,615 | $77,899-45.3% | $149,673-71.5% | $75,163-43.3% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $939 | $3,137-70.1% | $4,818-80.5% | $2,670-64.8% |
| Participant deferral / active EE | $2,042 | $3,411-40.1% | $5,680-64.0% | $4,125-50.5% |
| Admin fee / account holder | $5,388 | $5,956-9.5% | $13,210-59.2% | $5,651-4.7% |