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 | $77,855 | $51,576+51.0% | $129,207-39.7% | $80,856-3.7% |
| Participation rate | 39.6% | 57.0%-17.4pp | 69.6%-30.0pp | 67.6%-28.0pp |
| Annual return | 14.00% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $361 | $1,584-77.2% | $4,153-91.3% | $2,755-86.9% |
| Participant deferral / active EE | $1,116 | $2,669-58.2% | $4,168-73.2% | $4,296-74.0% |
| Admin fee / account holder | $1,670 | $4,305-61.2% | $7,715-78.4% | $6,918-75.9% |