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 | $48,069 | $81,248-40.8% | $155,509-69.1% | $80,856-40.5% |
| Participation rate | 23.9% | 66.2%-42.3pp | 78.2%-54.2pp | 67.6%-43.7pp |
| Annual return | 16.95% | 33.31%-16.4pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,096 | $3,100-64.6% | $4,672-76.5% | $2,755-60.2% |
| Participant deferral / active EE | $923 | $3,452-73.3% | $5,626-83.6% | $4,296-78.5% |
| Admin fee / account holder | $840 | $7,997-89.5% | $15,912-94.7% | $6,918-87.9% |