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 | $48,373 | $84,233-42.6% | $170,442-71.6% | $70,131-31.0% |
| Participation rate | 45.2% | 70.8%-25.7pp | 83.6%-38.4pp | 69.5%-24.4pp |
| Annual return | 14.32% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $739 | $3,387-78.2% | $5,433-86.4% | $2,342-68.5% |
| Participant deferral / active EE | $1,386 | $3,086-55.1% | $4,939-71.9% | $3,332-58.4% |
| Admin fee / account holder | $714 | $5,698-87.5% | $13,880-94.9% | $4,645-84.6% |