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 | $44,042 | $76,407-42.4% | $150,298-70.7% | $82,448-46.6% |
| Participation rate | 63.0% | 66.4%-3.4pp | 77.8%-14.8pp | 68.1%-5.1pp |
| Annual return | 17.34% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $501 | $2,614-80.8% | $4,154-87.9% | $2,551-80.3% |
| Participant deferral / active EE | $3,198 | $3,214-0.5% | $5,453-41.3% | $4,139-22.7% |
| Admin fee / account holder | $2,736 | $6,352-56.9% | $14,116-80.6% | $7,234-62.2% |