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 | $34,708 | $49,922-30.5% | $80,569-56.9% | $75,163-53.8% |
| Participation rate | 47.1% | 55.3%-8.2pp | 67.0%-19.9pp | 67.2%-20.1pp |
| Annual return | 19.09% | 34.69%-15.6pp | 935.43%-916.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $432 | $1,698-74.6% | $2,723-84.1% | $2,670-83.8% |
| Participant deferral / active EE | $2,295 | $2,990-23.2% | $4,447-48.4% | $4,125-44.4% |
| Admin fee / account holder | $2,776 | $3,577-22.4% | $5,377-48.4% | $5,651-50.9% |