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 | $19,489 | $95,266-79.5% | $82,389-76.3% | $142,382-86.3% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.5%-15.4pp | 80.1%-26.0pp |
| Annual return | 14.92% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $864 | $2,991-71.1% | $2,517-65.7% | $4,299-79.9% |
| Participant deferral / active EE | $1,704 | $4,809-64.6% | $4,155-59.0% | $6,507-73.8% |
| Admin fee / account holder | $1,109 | $8,563-87.1% | $7,231-84.7% | $12,624-91.2% |