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 | $29,649 | $84,233-64.8% | $170,442-82.6% | $70,131-57.7% |
| Participation rate | 54.2% | 70.8%-16.6pp | 83.6%-29.4pp | 69.5%-15.3pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $610 | $3,387-82.0% | $5,433-88.8% | $2,342-74.0% |
| Participant deferral / active EE | $2,853 | $3,086-7.5% | $4,939-42.2% | $3,332-14.4% |
| Admin fee / account holder | $2,328 | $5,698-59.1% | $13,880-83.2% | $4,645-49.9% |