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 | $31,721 | $48,076-34.0% | $78,689-59.7% | $62,891-49.6% |
| Participation rate | 43.3% | 65.2%-21.9pp | 73.6%-30.2pp | 69.3%-26.0pp |
| Annual return | 5.09% | 31.35%-26.3pp | 62.18%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $730 | $2,015-63.8% | $2,851-74.4% | $2,281-68.0% |
| Participant deferral / active EE | $1,579 | $2,588-39.0% | $3,517-55.1% | $3,203-50.7% |
| Admin fee / account holder | $1,018 | $3,207-68.3% | $4,510-77.4% | $4,296-76.3% |