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 | $35,584 | $63,861-44.3% | $104,607-66.0% | $79,858-55.4% |
| Participation rate | 51.5% | 64.9%-13.5pp | 74.1%-22.6pp | 69.6%-18.2pp |
| Annual return | 16.90% | 21.30%-4.4pp | 340.46%-323.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $343 | $1,588-78.4% | $2,681-87.2% | $2,471-86.1% |
| Participant deferral / active EE | $2,110 | $2,693-21.7% | $3,740-43.6% | $3,740-43.6% |
| Admin fee / account holder | $1,046 | $4,185-75.0% | $6,473-83.8% | $5,306-80.3% |