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 | $29,504 | $91,190-67.6% | $178,490-83.5% | $79,858-63.1% |
| Participation rate | 56.4% | 69.2%-12.8pp | 81.9%-25.5pp | 69.6%-13.2pp |
| Annual return | 15.42% | 24.19%-8.8pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $657 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,157 | $3,236-64.2% | $5,202-77.8% | $3,740-69.1% |
| Admin fee / account holder | $764 | $6,751-88.7% | $13,984-94.5% | $5,306-85.6% |