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 | $31,120 | $80,717-61.4% | $154,803-79.9% | $84,808-63.3% |
| Participation rate | 55.4% | 66.8%-11.5pp | 78.1%-22.7pp | 68.3%-13.0pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $806 | $2,761-70.8% | $4,305-81.3% | $2,631-69.4% |
| Participant deferral / active EE | $2,790 | $3,303-15.5% | $5,540-49.6% | $4,212-33.8% |
| Admin fee / account holder | $1,510 | $6,746-77.6% | $14,329-89.5% | $7,344-79.4% |