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 | $46,242 | $76,407-39.5% | $150,298-69.2% | $82,448-43.9% |
| Participation rate | 36.4% | 66.4%-30.0pp | 77.8%-41.4pp | 68.1%-31.7pp |
| Annual return | 19.37% | 39.99%-20.6pp | 62.79%-43.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $873 | $2,614-66.6% | $4,154-79.0% | $2,551-65.8% |
| Participant deferral / active EE | $1,619 | $3,214-49.6% | $5,453-70.3% | $4,139-60.9% |
| Admin fee / account holder | $1,897 | $6,352-70.1% | $14,116-86.6% | $7,234-73.8% |