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 | $27,393 | $53,127-48.4% | $86,590-68.4% | $70,131-60.9% |
| Participation rate | 35.5% | 65.3%-29.8pp | 73.5%-38.0pp | 69.5%-34.0pp |
| Annual return | 13.95% | 27.66%-13.7pp | 964.84%-950.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $812 | $2,068-60.8% | $2,839-71.4% | $2,342-65.3% |
| Participant deferral / active EE | $1,495 | $2,696-44.6% | $3,609-58.6% | $3,332-55.1% |
| Admin fee / account holder | $2,125 | $3,585-40.7% | $4,906-56.7% | $4,645-54.3% |