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 | $55,566 | $88,672-37.3% | $105,223-47.2% | $82,448-32.6% |
| Participation rate | 54.7% | 67.9%-13.2pp | 75.0%-20.3pp | 68.1%-13.4pp |
| Annual return | 13.06% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,956 | $3,048-35.8% | $3,689-47.0% | $2,551-23.3% |
| Participant deferral / active EE | $2,748 | $4,036-31.9% | $5,072-45.8% | $4,139-33.6% |
| Admin fee / account holder | $15,491 | $7,146+116.8% | $8,859+74.9% | $7,234+114.1% |