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 | $30,328 | $77,899-61.1% | $149,673-79.7% | $75,163-59.7% |
| Participation rate | 23.1% | 65.6%-42.5pp | 78.8%-55.7pp | 67.2%-44.1pp |
| Annual return | 19.78% | 31.72%-11.9pp | 134.42%-114.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $443 | $3,137-85.9% | $4,818-90.8% | $2,670-83.4% |
| Participant deferral / active EE | $1,245 | $3,411-63.5% | $5,680-78.1% | $4,125-69.8% |
| Admin fee / account holder | $321 | $5,956-94.6% | $13,210-97.6% | $5,651-94.3% |