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 | $128,954 | $78,422+64.4% | $95,952+34.4% | $79,858+61.5% |
| Participation rate | 41.3% | 73.5%-32.2pp | 77.1%-35.8pp | 69.6%-28.3pp |
| Annual return | 13.25% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $668 | $1,945-65.7% | $2,541-73.7% | $2,471-73.0% |
| Participant deferral / active EE | $2,028 | $3,440-41.0% | $4,167-51.3% | $3,740-45.8% |
| Admin fee / account holder | $1,172 | $5,622-79.2% | $6,795-82.8% | $5,306-77.9% |