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 | $33,892 | $84,233-59.8% | $170,442-80.1% | $70,131-51.7% |
| Participation rate | 41.8% | 70.8%-29.0pp | 83.6%-41.8pp | 69.5%-27.7pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $889 | $3,387-73.7% | $5,433-83.6% | $2,342-62.0% |
| Participant deferral / active EE | $1,542 | $3,086-50.0% | $4,939-68.8% | $3,332-53.7% |
| Admin fee / account holder | $8,410 | $5,698+47.6% | $13,880-39.4% | $4,645+81.0% |