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 | $77,496 | $81,474-4.9% | $133,956-42.1% | $73,488+5.5% |
| Participation rate | 32.8% | 76.4%-43.6pp | 79.8%-47.1pp | 70.7%-37.9pp |
| Annual return | 20.16% | 19.40%+0.8pp | 45.09%-24.9pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,278 | $2,209-42.1% | $3,919-67.4% | $2,270-43.7% |
| Participant deferral / active EE | $2,404 | $3,786-36.5% | $5,048-52.4% | $3,740-35.7% |
| Admin fee / account holder | $3,568 | $713+400.3% | $8,927-60.0% | $513+595.4% |