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 | $46,860 | $76,367-38.6% | $93,606-49.9% | $72,985-35.8% |
| Participation rate | 63.1% | 71.7%-8.7pp | 75.8%-12.8pp | 69.5%-6.4pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $995 | $2,275-56.3% | $2,718-63.4% | $2,440-59.2% |
| Participant deferral / active EE | $2,507 | $3,538-29.1% | $4,069-38.4% | $3,607-30.5% |
| Admin fee / account holder | $1,257 | $6,838-81.6% | $7,888-84.1% | $5,124-75.5% |