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 | $67,927 | $71,050-4.4% | $93,606-27.4% | $80,856-16.0% |
| Participation rate | 60.4% | 60.4%0pp | 68.7%-8.3pp | 67.6%-7.2pp |
| Annual return | 11.51% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $485 | $1,564-69.0% | $2,420-80.0% | $2,755-82.4% |
| Participant deferral / active EE | $4,507 | $4,034+11.7% | $4,411+2.2% | $4,296+4.9% |
| Admin fee / account holder | $9,093 | $6,945+30.9% | $8,285+9.7% | $6,918+31.4% |