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 | $73,344 | $35,183+108.5% | $73,545-0.3% | $70,131+4.6% |
| Participation rate | 43.2% | 42.9%+0.3pp | 54.9%-11.7pp | 69.5%-26.4pp |
| Annual return | 13.49% | 26.90%-13.4pp | -15.16%+28.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $349 | $709-50.7% | $1,219-71.3% | $2,342-85.1% |
| Participant deferral / active EE | $890 | $1,220-27.1% | $1,806-50.7% | $3,332-73.3% |
| Admin fee / account holder | $5,511 | $2,302+139.4% | $2,320+137.6% | $4,645+18.6% |