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 | $42,160 | $73,981-43.0% | $105,722-60.1% | $62,891-33.0% |
| Participation rate | 48.5% | 71.7%-23.2pp | 78.9%-30.4pp | 69.3%-20.8pp |
| Annual return | 5.87% | 17.60%-11.7pp | 12.25%-6.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $675 | $2,856-76.4% | $4,079-83.4% | $2,281-70.4% |
| Participant deferral / active EE | $1,927 | $4,038-52.3% | $5,326-63.8% | $3,203-39.8% |
| Admin fee / account holder | $4,461 | $5,976-25.4% | $8,308-46.3% | $4,296+3.8% |