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 | $40,420 | $81,248-50.3% | $155,509-74.0% | $80,856-50.0% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 17.55% | 33.31%-15.8pp | 64.67%-47.1pp | 35.59%-18.0pp |
| Employer contribution / active EE | $706 | $3,100-77.2% | $4,672-84.9% | $2,755-74.4% |
| Participant deferral / active EE | $1,954 | $3,452-43.4% | $5,626-65.3% | $4,296-54.5% |
| Admin fee / account holder | $3,291 | $7,997-58.9% | $15,912-79.3% | $6,918-52.4% |