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 | $81,654 | $90,503-9.8% | $78,689+3.8% | $273,961-70.2% |
| Participation rate | 30.0% | 76.5%-46.5pp | 73.6%-43.6pp | 83.0%-53.0pp |
| Annual return | 3.01% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $862 | $3,176-72.9% | $2,851-69.8% | $4,869-82.3% |
| Participant deferral / active EE | $2,428 | $3,901-37.8% | $3,517-31.0% | $5,287-54.1% |
| Admin fee / account holder | $21,336 | $5,263+305.4% | $4,510+373.0% | $10,132+110.6% |