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 | $66,648 | $52,519+26.9% | $155,790-57.2% | $59,632+11.8% |
| Participation rate | 50.0% | 61.7%-11.7pp | 76.1%-26.1pp | 68.7%-18.7pp |
| Annual return | 0.42% | 53.51%-53.1pp | 71.54%-71.1pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,182 | $1,589-25.6% | $3,836-69.2% | $2,203-46.3% |
| Participant deferral / active EE | $3,109 | $3,084+0.8% | $4,797-35.2% | $3,192-2.6% |
| Admin fee / account holder | $937 | $3,540-73.5% | $7,478-87.5% | $4,297-78.2% |