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 | $43,418 | $99,341-56.3% | $84,750-48.8% | $273,961-84.2% |
| Participation rate | 45.8% | 80.7%-34.9pp | 76.6%-30.8pp | 83.0%-37.2pp |
| Annual return | 8.44% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $927 | $4,214-78.0% | $3,574-74.1% | $4,869-81.0% |
| Participant deferral / active EE | $1,893 | $4,269-55.7% | $3,712-49.0% | $5,287-64.2% |
| Admin fee / account holder | $4,576 | $6,644-31.1% | $5,332-14.2% | $10,132-54.8% |