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 | $12,248 | $54,762-77.6% | $90,281-86.4% | $72,985-83.2% |
| Participation rate | 53.6% | 65.1%-11.5pp | 73.3%-19.6pp | 69.5%-15.9pp |
| Annual return | 16.83% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $620 | $2,092-70.4% | $2,854-78.3% | $2,440-74.6% |
| Participant deferral / active EE | $1,320 | $2,887-54.3% | $3,885-66.0% | $3,607-63.4% |
| Admin fee / account holder | $6,112 | $3,972+53.9% | $5,351+14.2% | $5,124+19.3% |