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 | $33,507 | $46,732-28.3% | $156,549-78.6% | $55,167-39.3% |
| Participation rate | 43.5% | 65.8%-22.3pp | 84.0%-40.5pp | 69.0%-25.5pp |
| Annual return | 6.68% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $652 | $2,105-69.0% | $5,501-88.1% | $1,963-66.8% |
| Participant deferral / active EE | $1,044 | $2,204-52.6% | $4,871-78.6% | $3,054-65.8% |
| Admin fee / account holder | $1,121 | $418+167.8% | $13,027-91.4% | $504+122.4% |