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 | $64,534 | $105,630-38.9% | $87,507-26.3% | $273,961-76.4% |
| Participation rate | 28.6% | 78.2%-49.6pp | 73.8%-45.3pp | 83.0%-54.4pp |
| Annual return | 5.09% | 12.25%-7.2pp | 12.21%-7.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $194 | $3,141-93.8% | $2,550-92.4% | $4,869-96.0% |
| Participant deferral / active EE | $1,373 | $3,601-61.9% | $3,149-56.4% | $5,287-74.0% |
| Admin fee / account holder | $4,408 | $4,781-7.8% | $4,221+4.4% | $10,132-56.5% |