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 | $37,459 | $77,899-51.9% | $149,673-75.0% | $75,163-50.2% |
| Participation rate | 53.5% | 65.6%-12.1pp | 78.8%-25.3pp | 67.2%-13.7pp |
| Annual return | 17.81% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,014 | $3,137-67.7% | $4,818-79.0% | $2,670-62.0% |
| Participant deferral / active EE | $2,708 | $3,411-20.6% | $5,680-52.3% | $4,125-34.4% |
| Admin fee / account holder | $3,671 | $5,956-38.4% | $13,210-72.2% | $5,651-35.0% |