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 | $36,340 | $103,376-64.8% | $87,100-58.3% | $152,861-76.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 21.67% | 28.10%-6.4pp | 28.19%-6.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,257 | $3,220-61.0% | $2,521-50.2% | $4,762-73.6% |
| Participant deferral / active EE | $1,554 | $4,778-67.5% | $4,049-61.6% | $5,850-73.4% |
| Admin fee / account holder | $3,758 | $12,205-69.2% | $7,497-49.9% | $11,596-67.6% |