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 | $38,910 | $68,914-43.5% | $136,749-71.5% | $74,304-47.6% |
| Participation rate | 37.6% | 51.3%-13.7pp | 72.1%-34.5pp | 60.3%-22.7pp |
| Annual return | 17.51% | 16.34%+1.2pp | 24.33%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $700 | $1,561-55.2% | $3,400-79.4% | $2,241-68.8% |
| Participant deferral / active EE | $1,421 | $2,541-44.1% | $4,692-69.7% | $3,767-62.3% |
| Admin fee / account holder | $7,188 | $3,149+128.2% | $11,386-36.9% | $2,969+142.1% |