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 | $30,557 | $85,766-64.4% | $136,294-77.6% | $70,131-56.4% |
| Participation rate | 54.1% | 74.2%-20.0pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 29.82% | 31.45%-1.6pp | 5155.94%-5126.1pp | 73.14%-43.3pp |
| Employer contribution / active EE | $1,216 | $2,966-59.0% | $4,695-74.1% | $2,342-48.1% |
| Participant deferral / active EE | $2,552 | $5,051-49.5% | $6,247-59.2% | $3,332-23.4% |
| Admin fee / account holder | $489 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |