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 | $60,032 | $86,929-30.9% | $102,423-41.4% | $80,856-25.8% |
| Participation rate | 41.0% | 72.4%-31.3pp | 76.5%-35.5pp | 67.6%-26.6pp |
| Annual return | 13.48% | 18.88%-5.4pp | 29.32%-15.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,137 | $2,369-52.0% | $3,023-62.4% | $2,755-58.7% |
| Participant deferral / active EE | $2,380 | $4,118-42.2% | $5,053-52.9% | $4,296-44.6% |
| Admin fee / account holder | $2,998 | $8,049-62.8% | $9,451-68.3% | $6,918-56.7% |