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 | $48,139 | $84,233-42.9% | $170,442-71.8% | $70,131-31.4% |
| Participation rate | 28.4% | 70.8%-42.5pp | 83.6%-55.2pp | 69.5%-41.2pp |
| Annual return | 21.91% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $540 | $3,387-84.0% | $5,433-90.1% | $2,342-76.9% |
| Participant deferral / active EE | $1,079 | $3,086-65.0% | $4,939-78.2% | $3,332-67.6% |
| Admin fee / account holder | $2,184 | $5,698-61.7% | $13,880-84.3% | $4,645-53.0% |