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 | $61,029 | $80,717-24.4% | $154,803-60.6% | $84,808-28.0% |
| Participation rate | 21.6% | 66.8%-45.2pp | 78.1%-56.4pp | 68.3%-46.7pp |
| Annual return | 15.96% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $546 | $2,761-80.2% | $4,305-87.3% | $2,631-79.3% |
| Participant deferral / active EE | $1,834 | $3,303-44.5% | $5,540-66.9% | $4,212-56.5% |
| Admin fee / account holder | $15,708 | $6,746+132.9% | $14,329+9.6% | $7,344+113.9% |