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 | $50,819 | $77,899-34.8% | $149,673-66.0% | $75,163-32.4% |
| Participation rate | 59.4% | 65.6%-6.2pp | 78.8%-19.4pp | 67.2%-7.8pp |
| Annual return | 19.35% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $675 | $3,137-78.5% | $4,818-86.0% | $2,670-74.7% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,680-52.6% | $4,125-34.7% |
| Admin fee / account holder | $499 | $5,956-91.6% | $13,210-96.2% | $5,651-91.2% |