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 | $36,049 | $80,717-55.3% | $154,803-76.7% | $84,808-57.5% |
| Participation rate | 41.0% | 66.8%-25.8pp | 78.1%-37.0pp | 68.3%-27.3pp |
| Annual return | 19.94% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $712 | $2,761-74.2% | $4,305-83.5% | $2,631-72.9% |
| Participant deferral / active EE | $1,829 | $3,303-44.6% | $5,540-67.0% | $4,212-56.6% |
| Admin fee / account holder | $817 | $6,746-87.9% | $14,329-94.3% | $7,344-88.9% |