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 | $35,252 | $52,639-33.0% | $185,117-81.0% | $62,292-43.4% |
| Participation rate | 37.1% | 63.9%-26.7pp | 77.3%-40.1pp | 69.5%-32.4pp |
| Annual return | 22.36% | 19.57%+2.8pp | 40.50%-18.1pp | 28.90%-6.5pp |
| Employer contribution / active EE | $375 | $1,483-74.7% | $4,182-91.0% | $2,042-81.6% |
| Participant deferral / active EE | $1,266 | $3,097-59.1% | $5,045-74.9% | $3,169-60.1% |
| Admin fee / account holder | $2,196 | $374+487.8% | $8,159-73.1% | $479+358.2% |