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 | $38,859 | $72,277-46.2% | $101,248-61.6% | $79,858-51.3% |
| Participation rate | 50.8% | 68.5%-17.6pp | 75.8%-25.0pp | 69.6%-18.8pp |
| Annual return | 15.50% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $635 | $2,692-76.4% | $3,660-82.6% | $2,471-74.3% |
| Participant deferral / active EE | $1,577 | $3,282-52.0% | $4,370-63.9% | $3,740-57.8% |
| Admin fee / account holder | $5,701 | $4,400+29.6% | $5,945-4.1% | $5,306+7.4% |