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 | $33,803 | $86,929-61.1% | $102,423-67.0% | $80,856-58.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 15.27% | 18.88%-3.6pp | 29.32%-14.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $791 | $2,369-66.6% | $3,023-73.8% | $2,755-71.3% |
| Participant deferral / active EE | $2,341 | $4,118-43.2% | $5,053-53.7% | $4,296-45.5% |
| Admin fee / account holder | $2,377 | $8,049-70.5% | $9,451-74.9% | $6,918-65.6% |