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 | $73,059 | $91,407-20.1% | $135,903-46.2% | $71,457+2.2% |
| Participation rate | 39.8% | 75.7%-35.8pp | 81.9%-42.1pp | 67.9%-28.1pp |
| Annual return | 17.54% | 29.90%-12.4pp | 68.23%-50.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,554 | $3,703-58.0% | $4,856-68.0% | $2,588-39.9% |
| Participant deferral / active EE | $3,628 | $7,092-48.9% | $7,758-53.2% | $4,289-15.4% |
| Admin fee / account holder | $3,695 | $1,266+191.9% | $10,762-65.7% | $1,587+132.8% |