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 | $36,374 | $87,013-58.2% | $106,213-65.8% | $80,856-55.0% |
| Participation rate | 48.7% | 70.4%-21.8pp | 75.3%-26.6pp | 67.6%-19.0pp |
| Annual return | 11.38% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,167 | $2,395-51.3% | $3,171-63.2% | $2,755-57.6% |
| Participant deferral / active EE | $1,813 | $3,986-54.5% | $5,016-63.8% | $4,296-57.8% |
| Admin fee / account holder | $5,168 | $8,431-38.7% | $11,033-53.2% | $6,918-25.3% |