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 | $42,021 | $54,705-23.2% | $71,209-41.0% | $84,808-50.5% |
| Participation rate | 41.9% | 64.1%-22.1pp | 73.8%-31.8pp | 68.3%-26.4pp |
| Annual return | 17.34% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $474 | $2,158-78.0% | $2,721-82.6% | $2,631-82.0% |
| Participant deferral / active EE | $1,966 | $3,030-35.1% | $4,175-52.9% | $4,212-53.3% |
| Admin fee / account holder | $2,311 | $4,863-52.5% | $5,349-56.8% | $7,344-68.5% |