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 | $35,941 | $60,349-40.4% | $74,183-51.6% | $62,891-42.9% |
| Participation rate | 59.4% | 72.7%-13.4pp | 76.6%-17.2pp | 69.3%-9.9pp |
| Annual return | 9.51% | 21.37%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $836 | $1,680-50.2% | $2,370-64.7% | $2,281-63.3% |
| Participant deferral / active EE | $1,421 | $2,856-50.2% | $3,550-60.0% | $3,203-55.6% |
| Admin fee / account holder | $870 | $4,261-79.6% | $5,586-84.4% | $4,296-79.7% |