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 | $34,046 | $64,348-47.1% | $90,160-62.2% | $70,131-51.5% |
| Participation rate | 46.7% | 70.4%-23.8pp | 76.9%-30.2pp | 69.5%-22.9pp |
| Annual return | 17.02% | 28.13%-11.1pp | 34.88%-17.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $588 | $2,046-71.3% | $3,318-82.3% | $2,342-74.9% |
| Participant deferral / active EE | $2,426 | $4,389-44.7% | $5,288-54.1% | $3,332-27.2% |
| Admin fee / account holder | $6,388 | $3,944+62.0% | $5,943+7.5% | $4,645+37.5% |