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 | $73,014 | $94,625-22.8% | $116,228-37.2% | $84,808-13.9% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 12.46% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $713 | $2,347-69.6% | $2,994-76.2% | $2,631-72.9% |
| Participant deferral / active EE | $2,207 | $3,972-44.4% | $4,953-55.4% | $4,212-47.6% |
| Admin fee / account holder | $38,586 | $10,091+282.4% | $11,989+221.8% | $7,344+425.4% |