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 | $60,432 | $91,552-34.0% | $133,956-54.9% | $79,858-24.3% |
| Participation rate | 55.4% | 73.3%-18.0pp | 79.8%-24.5pp | 69.6%-14.3pp |
| Annual return | 15.72% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $616 | $2,384-74.2% | $3,919-84.3% | $2,471-75.1% |
| Participant deferral / active EE | $2,541 | $3,733-31.9% | $5,048-49.7% | $3,740-32.1% |
| Admin fee / account holder | $1,711 | $6,321-72.9% | $8,927-80.8% | $5,306-67.7% |