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 | $32,377 | $81,248-60.2% | $155,509-79.2% | $80,856-60.0% |
| Participation rate | 55.4% | 66.2%-10.8pp | 78.2%-22.8pp | 67.6%-12.2pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,325 | $3,100-25.0% | $4,672-50.2% | $2,755-15.6% |
| Participant deferral / active EE | $3,049 | $3,452-11.7% | $5,626-45.8% | $4,296-29.0% |
| Admin fee / account holder | $3,943 | $7,997-50.7% | $15,912-75.2% | $6,918-43.0% |