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 | $46,838 | $77,899-39.9% | $149,673-68.7% | $75,163-37.7% |
| Participation rate | 31.0% | 65.6%-34.5pp | 78.8%-47.7pp | 67.2%-36.2pp |
| Annual return | 16.02% | 31.72%-15.7pp | 134.42%-118.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $938 | $3,137-70.1% | $4,818-80.5% | $2,670-64.9% |
| Participant deferral / active EE | $1,325 | $3,411-61.2% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $1,099 | $5,956-81.6% | $13,210-91.7% | $5,651-80.6% |