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 | $62,427 | $46,464+34.4% | $150,298-58.5% | $79,634-21.6% |
| Participation rate | 21.0% | 57.0%-36.0pp | 77.8%-56.8pp | 62.5%-41.5pp |
| Annual return | 13.66% | 27.89%-14.2pp | 62.79%-49.1pp | 36.46%-22.8pp |
| Employer contribution / active EE | $548 | $1,512-63.7% | $4,154-86.8% | $2,529-78.3% |
| Participant deferral / active EE | $702 | $2,157-67.5% | $5,453-87.1% | $3,835-81.7% |
| Admin fee / account holder | $3,132 | $891+251.6% | $14,116-77.8% | $1,002+212.6% |