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 | $32,446 | $81,208-60.0% | $98,907-67.2% | $79,858-59.4% |
| Participation rate | 68.0% | 72.5%-4.5pp | 76.0%-8.0pp | 69.6%-1.6pp |
| Annual return | 17.08% | 60.99%-43.9pp | 196.43%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,090 | $1,960-44.4% | $2,689-59.5% | $2,471-55.9% |
| Participant deferral / active EE | $1,517 | $3,265-53.5% | $4,244-64.3% | $3,740-59.4% |
| Admin fee / account holder | $2,987 | $6,013-50.3% | $6,642-55.0% | $5,306-43.7% |