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 | $32,512 | $81,248-60.0% | $155,509-79.1% | $80,856-59.8% |
| Participation rate | 51.1% | 66.2%-15.1pp | 78.2%-27.1pp | 67.6%-16.5pp |
| Annual return | 13.51% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,347 | $3,100-56.6% | $4,672-71.2% | $2,755-51.1% |
| Participant deferral / active EE | $2,872 | $3,452-16.8% | $5,626-49.0% | $4,296-33.2% |
| Admin fee / account holder | $1,450 | $7,997-81.9% | $15,912-90.9% | $6,918-79.0% |