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 | $30,023 | $84,233-64.4% | $170,442-82.4% | $70,131-57.2% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 20.01% | 23.06%-3.1pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $671 | $3,387-80.2% | $5,433-87.7% | $2,342-71.4% |
| Participant deferral / active EE | $1,571 | $3,086-49.1% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $2,762 | $5,698-51.5% | $13,880-80.1% | $4,645-40.5% |