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 | $38,599 | $99,985-61.4% | $146,665-73.7% | $85,850-55.0% |
| Participation rate | 47.7% | 73.1%-25.4pp | 80.1%-32.4pp | 69.3%-21.6pp |
| Annual return | 15.41% | 18.93%-3.5pp | 22.74%-7.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $905 | $2,559-64.6% | $4,136-78.1% | $2,565-64.7% |
| Participant deferral / active EE | $1,840 | $4,006-54.1% | $5,506-66.6% | $3,952-53.4% |
| Admin fee / account holder | $573 | $7,702-92.6% | $10,280-94.4% | $6,260-90.8% |