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 | $54,140 | $51,708+4.7% | $106,619-49.2% | $62,891-13.9% |
| Participation rate | 37.0% | 66.9%-29.8pp | 78.0%-41.0pp | 69.3%-32.3pp |
| Annual return | 5.72% | 4.69%+1.0pp | 9.42%-3.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $735 | $1,764-58.3% | $3,947-81.4% | $2,281-67.8% |
| Participant deferral / active EE | $1,240 | $2,315-46.4% | $3,930-68.4% | $3,203-61.3% |
| Admin fee / account holder | $19,206 | $3,349+473.5% | $6,418+199.2% | $4,296+347.1% |