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 | $29,703 | $58,208-49.0% | $81,812-63.7% | $80,856-63.3% |
| Participation rate | 59.6% | 63.4%-3.8pp | 72.3%-12.7pp | 67.6%-8.0pp |
| Annual return | 12.42% | 41.66%-29.2pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $410 | $2,340-82.5% | $2,912-85.9% | $2,755-85.1% |
| Participant deferral / active EE | $1,885 | $3,281-42.5% | $4,319-56.3% | $4,296-56.1% |
| Admin fee / account holder | $1,205 | $4,981-75.8% | $7,386-83.7% | $6,918-82.6% |