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 | $38,211 | $91,760-58.4% | $156,181-75.5% | $67,986-43.8% |
| Participation rate | 53.0% | 65.0%-12.0pp | 78.8%-25.8pp | 57.2%-4.2pp |
| Annual return | 18.60% | 18.14%+0.5pp | 64.87%-46.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,357 | $2,419-43.9% | $4,294-68.4% | $2,019-32.8% |
| Participant deferral / active EE | $3,215 | $3,960-18.8% | $6,132-47.6% | $3,358-4.3% |
| Admin fee / account holder | $5,380 | $3,949+36.2% | $14,586-63.1% | $3,203+67.9% |