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 | $48,308 | $37,426+29.1% | $77,482-37.7% | $79,858-39.5% |
| Participation rate | 19.0% | 41.5%-22.5pp | 54.2%-35.2pp | 69.6%-50.7pp |
| Annual return | 11.07% | 39.70%-28.6pp | 54.79%-43.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $351 | $637-44.9% | $986-64.5% | $2,471-85.8% |
| Participant deferral / active EE | $793 | $1,260-37.1% | $1,861-57.4% | $3,740-78.8% |
| Admin fee / account holder | $456 | $2,504-81.8% | $2,858-84.0% | $5,306-91.4% |