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 | $38,208 | $49,025-22.1% | $87,507-56.3% | $62,891-39.2% |
| Participation rate | 29.0% | 64.9%-35.8pp | 73.8%-44.8pp | 69.3%-40.3pp |
| Annual return | 9.19% | 10.02%-0.8pp | 12.21%-3.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $549 | $1,372-60.0% | $2,550-78.5% | $2,281-75.9% |
| Participant deferral / active EE | $1,684 | $2,289-26.4% | $3,149-46.5% | $3,203-47.4% |
| Admin fee / account holder | $829 | $4,065-79.6% | $4,221-80.4% | $4,296-80.7% |