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 | $39,372 | $78,705-50.0% | $117,854-66.6% | $70,131-43.9% |
| Participation rate | 51.5% | 73.2%-21.7pp | 79.7%-28.1pp | 69.5%-18.0pp |
| Annual return | 14.81% | 23.30%-8.5pp | 335.08%-320.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $894 | $2,223-59.8% | $3,786-76.4% | $2,342-61.8% |
| Participant deferral / active EE | $1,749 | $3,297-47.0% | $4,482-61.0% | $3,332-47.5% |
| Admin fee / account holder | $750 | $5,065-85.2% | $8,020-90.7% | $4,645-83.9% |