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 | $69,454 | $62,672+10.8% | $185,117-62.5% | $70,131-1.0% |
| Participation rate | 40.0% | 63.8%-23.8pp | 77.3%-37.3pp | 69.5%-29.5pp |
| Annual return | 18.04% | 40.79%-22.8pp | 40.50%-22.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $848 | $1,753-51.6% | $4,182-79.7% | $2,342-63.8% |
| Participant deferral / active EE | $1,828 | $3,272-44.1% | $5,045-63.8% | $3,332-45.1% |
| Admin fee / account holder | $8,798 | $3,932+123.8% | $8,159+7.8% | $4,645+89.4% |