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 | $56,065 | $91,190-38.5% | $178,490-68.6% | $79,858-29.8% |
| Participation rate | 51.9% | 69.2%-17.3pp | 81.9%-30.1pp | 69.6%-17.8pp |
| Annual return | 16.87% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,299 | $3,256-60.1% | $5,011-74.1% | $2,471-47.4% |
| Participant deferral / active EE | $2,385 | $3,236-26.3% | $5,202-54.1% | $3,740-36.2% |
| Admin fee / account holder | $2,480 | $6,751-63.3% | $13,984-82.3% | $5,306-53.3% |