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 | $42,298 | $81,248-47.9% | $155,509-72.8% | $80,856-47.7% |
| Participation rate | 57.9% | 66.2%-8.3pp | 78.2%-20.3pp | 67.6%-9.7pp |
| Annual return | 20.02% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $1,602 | $3,100-48.3% | $4,672-65.7% | $2,755-41.9% |
| Participant deferral / active EE | $3,258 | $3,452-5.6% | $5,626-42.1% | $4,296-24.2% |
| Admin fee / account holder | $5,105 | $7,997-36.2% | $15,912-67.9% | $6,918-26.2% |