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 | $36,671 | $54,762-33.0% | $90,281-59.4% | $72,985-49.8% |
| Participation rate | 20.5% | 65.1%-44.6pp | 73.3%-52.8pp | 69.5%-49.0pp |
| Annual return | 20.07% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $537 | $2,092-74.3% | $2,854-81.2% | $2,440-78.0% |
| Participant deferral / active EE | $1,586 | $2,887-45.1% | $3,885-59.2% | $3,607-56.0% |
| Admin fee / account holder | $1,225 | $3,972-69.2% | $5,351-77.1% | $5,124-76.1% |