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 | $41,453 | $58,851-29.6% | $115,157-64.0% | $72,985-43.2% |
| Participation rate | 50.0% | 65.5%-15.5pp | 75.9%-25.9pp | 69.5%-19.5pp |
| Annual return | 17.37% | 23.16%-5.8pp | 35.60%-18.2pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,311 | $1,798-27.1% | $3,179-58.7% | $2,440-46.3% |
| Participant deferral / active EE | $1,776 | $2,643-32.8% | $4,168-57.4% | $3,607-50.8% |
| Admin fee / account holder | $358 | $6,370-94.4% | $7,088-94.9% | $5,124-93.0% |