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 | $46,943 | $65,395-28.2% | $182,532-74.3% | $72,985-35.7% |
| Participation rate | 63.3% | 65.4%-2.1pp | 78.0%-14.6pp | 69.5%-6.2pp |
| Annual return | 19.03% | 27.68%-8.7pp | 148.54%-129.5pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,109 | $1,911-42.0% | $4,076-72.8% | $2,440-54.5% |
| Participant deferral / active EE | $1,838 | $3,563-48.4% | $5,524-66.7% | $3,607-49.0% |
| Admin fee / account holder | $428 | $4,245-89.9% | $8,592-95.0% | $5,124-91.6% |