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 | $57,937 | $74,927-22.7% | $101,794-43.1% | $84,808-31.7% |
| Participation rate | 38.5% | 61.4%-22.9pp | 69.2%-30.7pp | 68.3%-29.8pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $767 | $1,522-49.6% | $2,289-66.5% | $2,631-70.9% |
| Participant deferral / active EE | $1,572 | $3,099-49.3% | $4,084-61.5% | $4,212-62.7% |
| Admin fee / account holder | $2,991 | $6,514-54.1% | $8,777-65.9% | $7,344-59.3% |