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 | $44,284 | $52,681-15.9% | $75,781-41.6% | $59,632-25.7% |
| Participation rate | 52.1% | 67.2%-15.1pp | 75.8%-23.7pp | 68.7%-16.6pp |
| Annual return | 2.51% | 2.95%-0.4pp | 9.68%-7.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $1,074 | $2,193-51.1% | $3,323-67.7% | $2,203-51.3% |
| Participant deferral / active EE | $1,630 | $2,591-37.1% | $3,651-55.4% | $3,192-48.9% |
| Admin fee / account holder | $2,114 | $3,610-41.4% | $5,299-60.1% | $4,297-50.8% |