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 | $42,535 | $109,881-61.3% | $150,045-71.7% | $84,808-49.8% |
| Participation rate | 55.6% | 76.1%-20.5pp | 82.3%-26.8pp | 68.3%-12.8pp |
| Annual return | 22.55% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,461 | $3,561-59.0% | $4,693-68.9% | $2,631-44.5% |
| Participant deferral / active EE | $2,749 | $6,636-58.6% | $7,997-65.6% | $4,212-34.7% |
| Admin fee / account holder | $361 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |