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 | $84,978 | $88,083-3.5% | $164,813-48.4% | $74,495+14.1% |
| Participation rate | 60.0% | 73.0%-13.0pp | 78.6%-18.6pp | 67.2%-7.2pp |
| Annual return | 12.95% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $831 | $2,593-67.9% | $4,341-80.9% | $2,623-68.3% |
| Participant deferral / active EE | $4,689 | $4,498+4.2% | $6,031-22.3% | $4,346+7.9% |
| Admin fee / account holder | $5,759 | $2,234+157.8% | $12,690-54.6% | $1,942+196.6% |