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 | $66,708 | $58,828+13.4% | $77,999-14.5% | $62,891+6.1% |
| Participation rate | 51.4% | 71.1%-19.6pp | 75.5%-24.1pp | 69.3%-17.9pp |
| Annual return | 5.47% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $897 | $1,672-46.4% | $2,470-63.7% | $2,281-60.7% |
| Participant deferral / active EE | $2,104 | $2,686-21.7% | $3,497-39.8% | $3,203-34.3% |
| Admin fee / account holder | $9,066 | $4,393+106.4% | $5,480+65.4% | $4,296+111.1% |