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 | $38,426 | $95,453-59.7% | $112,040-65.7% | $82,448-53.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 19.27% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $999 | $2,318-56.9% | $2,954-66.2% | $2,551-60.8% |
| Participant deferral / active EE | $2,518 | $4,224-40.4% | $5,098-50.6% | $4,139-39.2% |
| Admin fee / account holder | $1,322 | $9,013-85.3% | $12,098-89.1% | $7,234-81.7% |