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 | $26,142 | $91,190-71.3% | $178,490-85.4% | $79,858-67.3% |
| Participation rate | 61.8% | 69.2%-7.4pp | 81.9%-20.2pp | 69.6%-7.9pp |
| Annual return | 14.07% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.6pp |
| Employer contribution / active EE | $847 | $3,256-74.0% | $5,011-83.1% | $2,471-65.7% |
| Participant deferral / active EE | $1,288 | $3,236-60.2% | $5,202-75.2% | $3,740-65.6% |
| Admin fee / account holder | $5,472 | $6,751-19.0% | $13,984-60.9% | $5,306+3.1% |