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 | $66,482 | $78,705-15.5% | $117,854-43.6% | $70,131-5.2% |
| Participation rate | 55.2% | 73.2%-18.0pp | 79.7%-24.5pp | 69.5%-14.4pp |
| Annual return | 21.34% | 23.30%-2.0pp | 335.08%-313.7pp | 73.14%-51.8pp |
| Employer contribution / active EE | $748 | $2,223-66.4% | $3,786-80.2% | $2,342-68.1% |
| Participant deferral / active EE | $2,155 | $3,297-34.6% | $4,482-51.9% | $3,332-35.3% |
| Admin fee / account holder | $923 | $5,065-81.8% | $8,020-88.5% | $4,645-80.1% |