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 | $41,304 | $74,927-44.9% | $101,794-59.4% | $84,808-51.3% |
| Participation rate | 36.1% | 61.4%-25.3pp | 69.2%-33.1pp | 68.3%-32.2pp |
| Annual return | 13.53% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $779 | $1,522-48.8% | $2,289-66.0% | $2,631-70.4% |
| Participant deferral / active EE | $1,329 | $3,099-57.1% | $4,084-67.5% | $4,212-68.4% |
| Admin fee / account holder | $1,637 | $6,514-74.9% | $8,777-81.4% | $7,344-77.7% |