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 | $95,582 | $47,944+99.4% | $67,834+40.9% | $62,891+52.0% |
| Participation rate | 35.4% | 61.1%-25.7pp | 68.8%-33.4pp | 69.3%-33.9pp |
| Annual return | 7.23% | 11.77%-4.5pp | 138.47%-131.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $736 | $1,562-52.9% | $2,403-69.4% | $2,281-67.8% |
| Participant deferral / active EE | $1,234 | $2,247-45.1% | $3,160-61.0% | $3,203-61.5% |
| Admin fee / account holder | $12,219 | $3,712+229.2% | $4,622+164.4% | $4,296+184.5% |