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 | $35,649 | $91,190-60.9% | $178,490-80.0% | $79,858-55.4% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.1pp | 69.6%-16.8pp |
| Annual return | 12.18% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,154 | $3,256-64.5% | $5,011-77.0% | $2,471-53.3% |
| Participant deferral / active EE | $1,240 | $3,236-61.7% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $1,476 | $6,751-78.1% | $13,984-89.4% | $5,306-72.2% |