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 | $37,803 | $80,717-53.2% | $154,803-75.6% | $84,808-55.4% |
| Participation rate | 65.2% | 66.8%-1.6pp | 78.1%-12.9pp | 68.3%-3.1pp |
| Annual return | 19.36% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,136 | $2,761-22.6% | $4,305-50.4% | $2,631-18.8% |
| Participant deferral / active EE | $2,836 | $3,303-14.2% | $5,540-48.8% | $4,212-32.7% |
| Admin fee / account holder | $852 | $6,746-87.4% | $14,329-94.1% | $7,344-88.4% |