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 | $64,920 | $81,460-20.3% | $103,333-37.2% | $80,856-19.7% |
| Participation rate | 30.2% | 66.8%-36.6pp | 74.5%-44.3pp | 67.6%-37.4pp |
| Annual return | 10.96% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,107 | $3,105-64.3% | $3,868-71.4% | $2,755-59.8% |
| Participant deferral / active EE | $2,902 | $3,869-25.0% | $5,057-42.6% | $4,296-32.4% |
| Admin fee / account holder | $964 | $6,566-85.3% | $8,355-88.5% | $6,918-86.1% |