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 | $32,636 | $77,634-58.0% | $156,549-79.2% | $62,891-48.1% |
| Participation rate | 42.3% | 71.2%-28.9pp | 84.0%-41.8pp | 69.3%-27.1pp |
| Annual return | 6.91% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $477 | $3,444-86.2% | $5,501-91.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,002 | $3,045-67.1% | $4,871-79.4% | $3,203-68.7% |
| Admin fee / account holder | $3,112 | $5,561-44.0% | $13,027-76.1% | $4,296-27.6% |