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 | $62,908 | $78,705-20.1% | $117,854-46.6% | $70,131-10.3% |
| Participation rate | 49.4% | 73.2%-23.8pp | 79.7%-30.3pp | 69.5%-20.1pp |
| Annual return | 20.32% | 23.30%-3.0pp | 335.08%-314.8pp | 73.14%-52.8pp |
| Employer contribution / active EE | $732 | $2,223-67.1% | $3,786-80.7% | $2,342-68.8% |
| Participant deferral / active EE | $1,966 | $3,297-40.4% | $4,482-56.1% | $3,332-41.0% |
| Admin fee / account holder | $1,367 | $5,065-73.0% | $8,020-83.0% | $4,645-70.6% |