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 | $44,260 | $54,517-18.8% | $75,972-41.7% | $74,495-40.6% |
| Participation rate | 30.6% | 60.3%-29.7pp | 69.1%-38.4pp | 67.2%-36.6pp |
| Annual return | 12.87% | 31.82%-19.0pp | 359.55%-346.7pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $661 | $1,777-62.8% | $2,685-75.4% | $2,623-74.8% |
| Participant deferral / active EE | $1,862 | $3,066-39.3% | $4,255-56.2% | $4,346-57.2% |
| Admin fee / account holder | $2,740 | $2,229+22.9% | $6,467-57.6% | $1,942+41.1% |