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 | $76,407-20.1% | $150,298-59.4% | $82,448-26.0% |
| Participation rate | 21.6% | 66.4%-44.8pp | 77.8%-56.1pp | 68.1%-46.4pp |
| Annual return | 15.96% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $546 | $2,614-79.1% | $4,154-86.9% | $2,551-78.6% |
| Participant deferral / active EE | $1,834 | $3,214-43.0% | $5,453-66.4% | $4,139-55.7% |
| Admin fee / account holder | $15,708 | $6,352+147.3% | $14,116+11.3% | $7,234+117.1% |