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 | $63,872 | $83,477-23.5% | $125,175-49.0% | $72,985-12.5% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 18.54% | 25.78%-7.2pp | 43.79%-25.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $936 | $2,345-60.1% | $3,865-75.8% | $2,440-61.6% |
| Participant deferral / active EE | $1,628 | $3,585-54.6% | $4,937-67.0% | $3,607-54.9% |
| Admin fee / account holder | $1,681 | $5,517-69.5% | $9,702-82.7% | $5,124-67.2% |