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 | $63,035 | $57,828+9.0% | $117,039-46.1% | $70,131-10.1% |
| Participation rate | 36.5% | 67.1%-30.6pp | 77.2%-40.6pp | 69.5%-33.0pp |
| Annual return | 11.79% | 17.55%-5.8pp | 18.95%-7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,237 | $1,816-31.9% | $3,785-67.3% | $2,342-47.2% |
| Participant deferral / active EE | $1,366 | $2,438-43.9% | $3,929-65.2% | $3,332-59.0% |
| Admin fee / account holder | $13,661 | $3,548+285.0% | $5,974+128.7% | $4,645+194.1% |