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 | $45,402 | $91,190-50.2% | $178,490-74.6% | $79,858-43.1% |
| Participation rate | 16.1% | 69.2%-53.1pp | 81.9%-65.8pp | 69.6%-53.5pp |
| Annual return | 18.22% | 24.19%-6.0pp | 151.07%-132.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $415 | $3,256-87.3% | $5,011-91.7% | $2,471-83.2% |
| Participant deferral / active EE | $1,386 | $3,236-57.2% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $1,472 | $6,751-78.2% | $13,984-89.5% | $5,306-72.3% |