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 | $36,788 | $103,949-64.6% | $69,182-46.8% | $273,961-86.6% |
| Participation rate | 30.0% | 67.4%-37.4pp | 55.1%-25.1pp | 83.0%-53.0pp |
| Annual return | 11.99% | 35.28%-23.3pp | -21.93%+33.9pp | 41.45%-29.5pp |
| Employer contribution / active EE | $945 | $1,783-47.0% | $1,206-21.7% | $4,869-80.6% |
| Participant deferral / active EE | $3,266 | $2,716+20.2% | $1,897+72.2% | $5,287-38.2% |
| Admin fee / account holder | $490 | $3,671-86.6% | $2,697-81.8% | $10,132-95.2% |