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 | $67,827 | $78,103-13.2% | $289,028-76.5% | $116,875-42.0% |
| Participation rate | 48.6% | 69.5%-20.9pp | 78.0%-29.3pp | 74.5%-25.9pp |
| Annual return | 21.95% | 15.26%+6.7pp | 243.94%-222.0pp | 16.29%+5.7pp |
| Employer contribution / active EE | $717 | $2,718-73.6% | $6,326-88.7% | $3,288-78.2% |
| Participant deferral / active EE | $2,269 | $2,921-22.3% | $4,804-52.8% | $3,885-41.6% |
| Admin fee / account holder | $14,557 | $8,683+67.6% | $14,050+3.6% | $12,263+18.7% |