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 | $51,528 | $84,233-38.8% | $170,442-69.8% | $70,131-26.5% |
| Participation rate | 42.5% | 70.8%-28.3pp | 83.6%-41.1pp | 69.5%-27.0pp |
| Annual return | 15.77% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $975 | $3,387-71.2% | $5,433-82.0% | $2,342-58.4% |
| Participant deferral / active EE | $1,355 | $3,086-56.1% | $4,939-72.6% | $3,332-59.3% |
| Admin fee / account holder | $3,580 | $5,698-37.2% | $13,880-74.2% | $4,645-22.9% |