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 | $49,724 | $65,041-23.5% | $90,951-45.3% | $79,858-37.7% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 11.11% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $921 | $1,247-26.1% | $2,122-56.6% | $2,471-62.7% |
| Participant deferral / active EE | $1,821 | $2,512-27.5% | $3,373-46.0% | $3,740-51.3% |
| Admin fee / account holder | $1,928 | $4,536-57.5% | $5,959-67.6% | $5,306-63.7% |