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 | $36,999 | $53,127-30.4% | $86,590-57.3% | $70,131-47.2% |
| Participation rate | 55.2% | 65.3%-10.1pp | 73.5%-18.4pp | 69.5%-14.4pp |
| Annual return | 14.40% | 27.66%-13.3pp | 964.84%-950.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $771 | $2,068-62.7% | $2,839-72.8% | $2,342-67.1% |
| Participant deferral / active EE | $1,594 | $2,696-40.9% | $3,609-55.8% | $3,332-52.1% |
| Admin fee / account holder | $924 | $3,585-74.2% | $4,906-81.2% | $4,645-80.1% |