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 | $83,685 | $65,041+28.7% | $90,951-8.0% | $79,858+4.8% |
| Participation rate | 31.6% | 61.6%-30.0pp | 69.0%-37.4pp | 69.6%-38.1pp |
| Annual return | 19.02% | 30.45%-11.4pp | 134.60%-115.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $268 | $1,247-78.5% | $2,122-87.4% | $2,471-89.2% |
| Participant deferral / active EE | $1,387 | $2,512-44.8% | $3,373-58.9% | $3,740-62.9% |
| Admin fee / account holder | $16,467 | $4,536+263.0% | $5,959+176.4% | $5,306+210.3% |