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 | $34,728 | $86,929-60.1% | $102,423-66.1% | $80,856-57.0% |
| Participation rate | 37.9% | 72.4%-34.4pp | 76.5%-38.6pp | 67.6%-29.7pp |
| Annual return | 12.13% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,305 | $2,369-44.9% | $3,023-56.8% | $2,755-52.6% |
| Participant deferral / active EE | $2,202 | $4,118-46.5% | $5,053-56.4% | $4,296-48.7% |
| Admin fee / account holder | $2,885 | $8,049-64.2% | $9,451-69.5% | $6,918-58.3% |