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 | $30,152 | $89,753-66.4% | $107,525-72.0% | $84,808-64.4% |
| Participation rate | 41.9% | 68.1%-26.1pp | 75.1%-33.1pp | 68.3%-26.4pp |
| Annual return | 21.25% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,696 | $3,113-45.5% | $3,754-54.8% | $2,631-35.5% |
| Participant deferral / active EE | $2,402 | $4,056-40.8% | $5,116-53.0% | $4,212-43.0% |
| Admin fee / account holder | $3,858 | $7,222-46.6% | $8,919-56.7% | $7,344-47.5% |