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 | $37,826 | $58,512-35.4% | $84,015-55.0% | $72,985-48.2% |
| Participation rate | 52.0% | 61.2%-9.2pp | 69.0%-17.0pp | 69.5%-17.5pp |
| Annual return | 16.55% | 28.93%-12.4pp | 71.31%-54.8pp | 81.00%-64.5pp |
| Employer contribution / active EE | $803 | $1,163-31.0% | $1,983-59.5% | $2,440-67.1% |
| Participant deferral / active EE | $1,608 | $2,394-32.8% | $3,239-50.3% | $3,607-55.4% |
| Admin fee / account holder | $809 | $4,569-82.3% | $6,101-86.7% | $5,124-84.2% |