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 | $63,369 | $78,705-19.5% | $117,854-46.2% | $70,131-9.6% |
| Participation rate | 52.1% | 73.2%-21.1pp | 79.7%-27.6pp | 69.5%-17.5pp |
| Annual return | 20.39% | 23.30%-2.9pp | 335.08%-314.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,398 | $2,223-37.1% | $3,786-63.1% | $2,342-40.3% |
| Participant deferral / active EE | $2,690 | $3,297-18.4% | $4,482-40.0% | $3,332-19.3% |
| Admin fee / account holder | $818 | $5,065-83.9% | $8,020-89.8% | $4,645-82.4% |