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 | $39,475 | $99,341-60.3% | $84,750-53.4% | $273,961-85.6% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 8.26% | 22.93%-14.7pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $673 | $4,214-84.0% | $3,574-81.2% | $4,869-86.2% |
| Participant deferral / active EE | $4,077 | $4,269-4.5% | $3,712+9.8% | $5,287-22.9% |
| Admin fee / account holder | $1,069 | $6,644-83.9% | $5,332-79.9% | $10,132-89.4% |