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 | $37,322 | $51,638-27.7% | $68,368-45.4% | $82,448-54.7% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.4pp | 68.1%-28.7pp |
| Annual return | 13.44% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $321 | $2,047-84.3% | $2,649-87.9% | $2,551-87.4% |
| Participant deferral / active EE | $1,089 | $2,914-62.6% | $4,123-73.6% | $4,139-73.7% |
| Admin fee / account holder | $1,438 | $4,643-69.0% | $5,150-72.1% | $7,234-80.1% |