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 | $75,633 | $79,700-5.1% | $153,485-50.7% | $74,495+1.5% |
| Participation rate | 45.7% | 69.8%-24.1pp | 77.1%-31.4pp | 67.2%-21.5pp |
| Annual return | 14.73% | 15.07%-0.3pp | 15.65%-0.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,885 | $4,016-53.1% | $5,039-62.6% | $2,623-28.1% |
| Participant deferral / active EE | $3,658 | $5,315-31.2% | $6,757-45.9% | $4,346-15.8% |
| Admin fee / account holder | $4,237 | $1,790+136.8% | $12,724-66.7% | $1,942+118.2% |