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 | $33,403 | $65,365-48.9% | $92,893-64.0% | $72,985-54.2% |
| Participation rate | 36.8% | 68.3%-31.5pp | 76.0%-39.2pp | 69.5%-32.6pp |
| Annual return | 24.53% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $837 | $2,594-67.7% | $3,653-77.1% | $2,440-65.7% |
| Participant deferral / active EE | $1,544 | $3,128-50.7% | $4,236-63.6% | $3,607-57.2% |
| Admin fee / account holder | $1,936 | $4,251-54.5% | $5,794-66.6% | $5,124-62.2% |