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 | $56,689 | $77,314-26.7% | $177,989-68.2% | $80,856-29.9% |
| Participation rate | 23.1% | 65.7%-42.6pp | 77.1%-54.0pp | 67.6%-44.6pp |
| Annual return | 11.98% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $714 | $2,292-68.8% | $3,949-81.9% | $2,755-74.1% |
| Participant deferral / active EE | $1,607 | $4,411-63.6% | $6,276-74.4% | $4,296-62.6% |
| Admin fee / account holder | $3,028 | $7,191-57.9% | $10,363-70.8% | $6,918-56.2% |