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 | $70,742 | $48,230+46.7% | $67,502+4.8% | $80,856-12.5% |
| Participation rate | 41.8% | 66.4%-24.6pp | 72.9%-31.1pp | 67.6%-25.9pp |
| Annual return | 13.45% | 18.28%-4.8pp | 3512.12%-3498.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,278 | $2,020-36.7% | $2,731-53.2% | $2,755-53.6% |
| Participant deferral / active EE | $2,867 | $2,924-1.9% | $4,000-28.3% | $4,296-33.2% |
| Admin fee / account holder | $12,753 | $3,681+246.4% | $3,998+219.0% | $6,918+84.3% |