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 | $32,940 | $77,634-57.6% | $156,549-79.0% | $62,891-47.6% |
| Participation rate | 59.1% | 71.2%-12.1pp | 84.0%-24.9pp | 69.3%-10.2pp |
| Annual return | 7.76% | 50.32%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $965 | $3,444-72.0% | $5,501-82.5% | $2,281-57.7% |
| Participant deferral / active EE | $1,711 | $3,045-43.8% | $4,871-64.9% | $3,203-46.6% |
| Admin fee / account holder | $1,987 | $5,561-64.3% | $13,027-84.7% | $4,296-53.7% |