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 | $30,796 | $77,634-60.3% | $156,549-80.3% | $62,891-51.0% |
| Participation rate | 60.6% | 71.2%-10.6pp | 84.0%-23.4pp | 69.3%-8.7pp |
| Annual return | 5.23% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $477 | $3,444-86.1% | $5,501-91.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,422 | $3,045-53.3% | $4,871-70.8% | $3,203-55.6% |
| Admin fee / account holder | $1,195 | $5,561-78.5% | $13,027-90.8% | $4,296-72.2% |