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 | $51,738 | $81,248-36.3% | $155,509-66.7% | $80,856-36.0% |
| Participation rate | 47.3% | 66.2%-19.0pp | 78.2%-30.9pp | 67.6%-20.4pp |
| Annual return | 12.40% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,052 | $3,100-66.1% | $4,672-77.5% | $2,755-61.8% |
| Participant deferral / active EE | $1,761 | $3,452-49.0% | $5,626-68.7% | $4,296-59.0% |
| Admin fee / account holder | $2,860 | $7,997-64.2% | $15,912-82.0% | $6,918-58.7% |