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 | $63,502 | $162,781-61.0% | $133,956-52.6% | $158,922-60.0% |
| Participation rate | 64.7% | 83.2%-18.5pp | 79.8%-15.1pp | 82.0%-17.3pp |
| Annual return | 6.75% | 41.94%-35.2pp | 45.09%-38.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,085 | $4,975-58.1% | $3,919-46.8% | $4,761-56.2% |
| Participant deferral / active EE | $4,191 | $5,911-29.1% | $5,048-17.0% | $5,982-29.9% |
| Admin fee / account holder | $31,765 | $11,736+170.7% | $8,927+255.8% | $11,246+182.5% |