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 | $37,841 | $77,899-51.4% | $149,673-74.7% | $75,163-49.7% |
| Participation rate | 43.0% | 65.6%-22.6pp | 78.8%-35.7pp | 67.2%-24.2pp |
| Annual return | 18.22% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $846 | $3,137-73.0% | $4,818-82.4% | $2,670-68.3% |
| Participant deferral / active EE | $3,009 | $3,411-11.8% | $5,680-47.0% | $4,125-27.0% |
| Admin fee / account holder | $1,485 | $5,956-75.1% | $13,210-88.8% | $5,651-73.7% |