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 | $112,726 | $91,190+23.6% | $178,490-36.8% | $79,858+41.2% |
| Participation rate | 40.5% | 69.2%-28.7pp | 81.9%-41.4pp | 69.6%-29.2pp |
| Annual return | 13.95% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $705 | $3,256-78.3% | $5,011-85.9% | $2,471-71.5% |
| Participant deferral / active EE | $2,157 | $3,236-33.4% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $3,672 | $6,751-45.6% | $13,984-73.7% | $5,306-30.8% |