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 | $41,926 | $77,899-46.2% | $149,673-72.0% | $75,163-44.2% |
| Participation rate | 58.6% | 65.6%-7.0pp | 78.8%-20.1pp | 67.2%-8.6pp |
| Annual return | 26.40% | 31.72%-5.3pp | 134.42%-108.0pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,478 | $3,137-52.9% | $4,818-69.3% | $2,670-44.6% |
| Participant deferral / active EE | $2,546 | $3,411-25.4% | $5,680-55.2% | $4,125-38.3% |
| Admin fee / account holder | $671 | $5,956-88.7% | $13,210-94.9% | $5,651-88.1% |