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 | $43,832 | $95,453-54.1% | $112,040-60.9% | $82,448-46.8% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.5%-15.0pp | 68.1%-6.5pp |
| Annual return | 18.65% | 23.92%-5.3pp | 24.52%-5.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $877 | $2,318-62.2% | $2,954-70.3% | $2,551-65.6% |
| Participant deferral / active EE | $2,259 | $4,224-46.5% | $5,098-55.7% | $4,139-45.4% |
| Admin fee / account holder | $9,524 | $9,013+5.7% | $12,098-21.3% | $7,234+31.6% |