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 | $35,946 | $84,233-57.3% | $170,442-78.9% | $70,131-48.7% |
| Participation rate | 51.5% | 70.8%-19.4pp | 83.6%-32.1pp | 69.5%-18.1pp |
| Annual return | 14.96% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $531 | $3,387-84.3% | $5,433-90.2% | $2,342-77.3% |
| Participant deferral / active EE | $1,169 | $3,086-62.1% | $4,939-76.3% | $3,332-64.9% |
| Admin fee / account holder | $957 | $5,698-83.2% | $13,880-93.1% | $4,645-79.4% |