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 | $124,841 | $83,477+49.6% | $125,175-0.3% | $72,985+71.1% |
| Participation rate | 45.0% | 73.3%-28.3pp | 79.8%-34.8pp | 69.5%-24.5pp |
| Annual return | 22.28% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $586 | $2,345-75.0% | $3,865-84.8% | $2,440-76.0% |
| Participant deferral / active EE | $2,330 | $3,585-35.0% | $4,937-52.8% | $3,607-35.4% |
| Admin fee / account holder | $42,829 | $5,517+676.3% | $9,702+341.4% | $5,124+735.8% |