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 | $55,652 | $71,050-21.7% | $93,606-40.5% | $80,856-31.2% |
| Participation rate | 38.5% | 60.4%-21.9pp | 68.7%-30.2pp | 67.6%-29.1pp |
| Annual return | 11.02% | 11.26%-0.2pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $935 | $1,564-40.2% | $2,420-61.4% | $2,755-66.1% |
| Participant deferral / active EE | $2,418 | $4,034-40.1% | $4,411-45.2% | $4,296-43.7% |
| Admin fee / account holder | $7,809 | $6,945+12.4% | $8,285-5.8% | $6,918+12.9% |