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 | $56,992 | $87,013-34.5% | $106,213-46.3% | $80,856-29.5% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.6%-34.3pp |
| Annual return | 11.84% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $789 | $2,395-67.0% | $3,171-75.1% | $2,755-71.3% |
| Participant deferral / active EE | $1,856 | $3,986-53.4% | $5,016-63.0% | $4,296-56.8% |
| Admin fee / account holder | $1,457 | $8,431-82.7% | $11,033-86.8% | $6,918-78.9% |