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 | $31,887 | $79,944-60.1% | $98,439-67.6% | $75,163-57.6% |
| Participation rate | 47.4% | 70.4%-22.9pp | 75.2%-27.7pp | 67.2%-19.8pp |
| Annual return | 16.62% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,072 | $2,264-52.6% | $3,048-64.8% | $2,670-59.8% |
| Participant deferral / active EE | $1,630 | $3,752-56.6% | $4,738-65.6% | $4,125-60.5% |
| Admin fee / account holder | $4,554 | $6,840-33.4% | $8,948-49.1% | $5,651-19.4% |