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 | $36,747 | $51,604-28.8% | $129,295-71.6% | $80,874-54.6% |
| Participation rate | 59.5% | 57.0%+2.5pp | 69.6%-10.2pp | 67.6%-8.2pp |
| Annual return | 11.78% | 20.76%-9.0pp | 9429.28%-9417.5pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,158 | $1,585-26.9% | $4,157-72.1% | $2,756-58.0% |
| Participant deferral / active EE | $3,058 | $2,670+14.5% | $4,169-26.7% | $4,297-28.8% |
| Admin fee / account holder | $22,823 | $4,310+429.6% | $7,665+197.7% | $6,935+229.1% |