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 | $92,806 | $78,422+18.3% | $95,952-3.3% | $79,858+16.2% |
| Participation rate | 33.8% | 73.5%-39.7pp | 77.1%-43.3pp | 69.6%-35.9pp |
| Annual return | 12.51% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $766 | $1,945-60.6% | $2,541-69.9% | $2,471-69.0% |
| Participant deferral / active EE | $1,611 | $3,440-53.2% | $4,167-61.3% | $3,740-56.9% |
| Admin fee / account holder | $11,608 | $5,622+106.5% | $6,795+70.8% | $5,306+118.8% |