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 | $35,241 | $81,248-56.6% | $155,509-77.3% | $80,856-56.4% |
| Participation rate | 30.4% | 66.2%-35.8pp | 78.2%-47.8pp | 67.6%-37.2pp |
| Annual return | 13.43% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $665 | $3,100-78.5% | $4,672-85.8% | $2,755-75.8% |
| Participant deferral / active EE | $1,196 | $3,452-65.4% | $5,626-78.7% | $4,296-72.2% |
| Admin fee / account holder | $1,259 | $7,997-84.3% | $15,912-92.1% | $6,918-81.8% |