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 | $34,540 | $81,248-57.5% | $155,509-77.8% | $80,856-57.3% |
| Participation rate | 51.6% | 66.2%-14.6pp | 78.2%-26.6pp | 67.6%-16.0pp |
| Annual return | 13.89% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,834 | $3,100-40.9% | $4,672-60.8% | $2,755-33.4% |
| Participant deferral / active EE | $4,122 | $3,452+19.4% | $5,626-26.7% | $4,296-4.0% |
| Admin fee / account holder | $2,847 | $7,997-64.4% | $15,912-82.1% | $6,918-58.8% |