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 | $58,090 | $88,672-34.5% | $105,223-44.8% | $82,448-29.5% |
| Participation rate | 54.8% | 67.9%-13.1pp | 75.0%-20.3pp | 68.1%-13.3pp |
| Annual return | 13.72% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,591 | $3,048-47.8% | $3,689-56.9% | $2,551-37.6% |
| Participant deferral / active EE | $3,212 | $4,036-20.4% | $5,072-36.7% | $4,139-22.4% |
| Admin fee / account holder | $9,819 | $7,146+37.4% | $8,859+10.8% | $7,234+35.7% |