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 | $38,451 | $72,277-46.8% | $101,248-62.0% | $79,858-51.9% |
| Participation rate | 51.4% | 68.5%-17.1pp | 75.8%-24.5pp | 69.6%-18.3pp |
| Annual return | 11.56% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $666 | $2,692-75.3% | $3,660-81.8% | $2,471-73.0% |
| Participant deferral / active EE | $1,972 | $3,282-39.9% | $4,370-54.9% | $3,740-47.3% |
| Admin fee / account holder | $16,251 | $4,400+269.3% | $5,945+173.3% | $5,306+206.3% |