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 | $36,842 | $58,828-37.4% | $77,999-52.8% | $62,891-41.4% |
| Participation rate | 57.6% | 71.1%-13.5pp | 75.5%-17.9pp | 69.3%-11.7pp |
| Annual return | 7.74% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $970 | $1,672-42.0% | $2,470-60.7% | $2,281-57.5% |
| Participant deferral / active EE | $1,447 | $2,686-46.1% | $3,497-58.6% | $3,203-54.8% |
| Admin fee / account holder | $3,589 | $4,393-18.3% | $5,480-34.5% | $4,296-16.4% |