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 | $89,877 | $40,256+123.3% | $57,343+56.7% | $59,632+50.7% |
| Participation rate | 35.8% | 69.2%-33.3pp | 75.1%-39.2pp | 68.7%-32.8pp |
| Annual return | 2.38% | 27.49%-25.1pp | 24.39%-22.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $1,055 | $1,922-45.1% | $2,689-60.8% | $2,203-52.1% |
| Participant deferral / active EE | $1,715 | $2,399-28.5% | $3,162-45.8% | $3,192-46.3% |
| Admin fee / account holder | $4,412 | $2,818+56.6% | $3,356+31.5% | $4,297+2.7% |