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 | $64,622 | $80,717-19.9% | $154,803-58.3% | $84,808-23.8% |
| Participation rate | 26.3% | 66.8%-40.6pp | 78.1%-51.8pp | 68.3%-42.1pp |
| Annual return | 16.57% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $630 | $2,761-77.2% | $4,305-85.4% | $2,631-76.1% |
| Participant deferral / active EE | $1,780 | $3,303-46.1% | $5,540-67.9% | $4,212-57.7% |
| Admin fee / account holder | $5,038 | $6,746-25.3% | $14,329-64.8% | $7,344-31.4% |