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 | $82,429 | $48,230+70.9% | $67,502+22.1% | $80,856+1.9% |
| Participation rate | 42.9% | 66.4%-23.5pp | 72.9%-30.0pp | 67.6%-24.8pp |
| Annual return | 17.60% | 18.28%-0.7pp | 3512.12%-3494.5pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,029 | $2,020-49.1% | $2,731-62.3% | $2,755-62.7% |
| Participant deferral / active EE | $1,577 | $2,924-46.1% | $4,000-60.6% | $4,296-63.3% |
| Admin fee / account holder | $6,039 | $3,681+64.0% | $3,998+51.1% | $6,918-12.7% |