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 | $136,951 | $71,057+92.7% | $93,654+46.2% | $80,874+69.3% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 10.19% | 11.26%-1.1pp | 133.34%-123.2pp | 35.62%-25.4pp |
| Employer contribution / active EE | $663 | $1,564-57.6% | $2,421-72.6% | $2,756-75.9% |
| Participant deferral / active EE | $2,067 | $4,034-48.8% | $4,413-53.2% | $4,297-51.9% |
| Admin fee / account holder | $22,144 | $6,944+218.9% | $8,282+167.4% | $6,935+219.3% |