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 | $47,038 | $78,926-40.4% | $136,749-65.6% | $84,808-44.5% |
| Participation rate | 35.1% | 62.2%-27.1pp | 72.1%-37.1pp | 68.3%-33.2pp |
| Annual return | 17.75% | 18.17%-0.4pp | 24.33%-6.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $890 | $2,134-58.3% | $3,400-73.8% | $2,631-66.2% |
| Participant deferral / active EE | $1,138 | $3,168-64.1% | $4,692-75.7% | $4,212-73.0% |
| Admin fee / account holder | $1,403 | $6,369-78.0% | $11,386-87.7% | $7,344-80.9% |