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 | $32,142 | $49,915-35.6% | $154,803-79.2% | $74,304-56.7% |
| Participation rate | 28.2% | 54.0%-25.8pp | 78.1%-49.9pp | 60.3%-32.2pp |
| Annual return | 23.48% | 34.06%-10.6pp | 58.88%-35.4pp | 29.43%-6.0pp |
| Employer contribution / active EE | $437 | $1,611-72.9% | $4,305-89.8% | $2,241-80.5% |
| Participant deferral / active EE | $1,243 | $2,255-44.9% | $5,540-77.6% | $3,767-67.0% |
| Admin fee / account holder | $3,426 | $2,189+56.5% | $14,329-76.1% | $2,969+15.4% |