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 | $34,444 | $45,343-24.0% | $150,298-77.1% | $67,986-49.3% |
| Participation rate | 19.2% | 51.9%-32.7pp | 77.8%-58.6pp | 57.2%-38.0pp |
| Annual return | 19.89% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $362 | $1,462-75.2% | $4,154-91.3% | $2,019-82.1% |
| Participant deferral / active EE | $640 | $2,055-68.9% | $5,453-88.3% | $3,358-80.9% |
| Admin fee / account holder | $1,126 | $2,250-49.9% | $14,116-92.0% | $3,203-64.8% |