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 | $50,925 | $72,277-29.5% | $101,248-49.7% | $79,858-36.2% |
| Participation rate | 55.2% | 68.5%-13.3pp | 75.8%-20.6pp | 69.6%-14.5pp |
| Annual return | 16.87% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $869 | $2,692-67.7% | $3,660-76.3% | $2,471-64.8% |
| Participant deferral / active EE | $1,722 | $3,282-47.5% | $4,370-60.6% | $3,740-53.9% |
| Admin fee / account holder | $886 | $4,400-79.9% | $5,945-85.1% | $5,306-83.3% |