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 | $34,058 | $86,929-60.8% | $102,423-66.7% | $80,856-57.9% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 15.28% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,747 | $2,369-26.3% | $3,023-42.2% | $2,755-36.6% |
| Participant deferral / active EE | $4,216 | $4,118+2.4% | $5,053-16.6% | $4,296-1.9% |
| Admin fee / account holder | $700 | $8,049-91.3% | $9,451-92.6% | $6,918-89.9% |