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 | $66,475 | $87,540-24.1% | $75,781-12.3% | $125,391-47.0% |
| Participation rate | 37.5% | 80.2%-42.7pp | 75.8%-38.3pp | 83.2%-45.7pp |
| Annual return | 4.80% | 13.48%-8.7pp | 9.68%-4.9pp | 282.22%-277.4pp |
| Employer contribution / active EE | $833 | $3,930-78.8% | $3,323-74.9% | $4,866-82.9% |
| Participant deferral / active EE | $1,175 | $4,229-72.2% | $3,651-67.8% | $5,352-78.1% |
| Admin fee / account holder | $17,377 | $6,502+167.3% | $5,299+227.9% | $9,540+82.1% |