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 | $104,164 | $52,681+97.7% | $75,781+37.5% | $59,632+74.7% |
| Participation rate | 36.4% | 67.2%-30.9pp | 75.8%-39.5pp | 68.7%-32.3pp |
| Annual return | 1.13% | 2.95%-1.8pp | 9.68%-8.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $751 | $2,193-65.8% | $3,323-77.4% | $2,203-65.9% |
| Participant deferral / active EE | $1,698 | $2,591-34.4% | $3,651-53.5% | $3,192-46.8% |
| Admin fee / account holder | $4,107 | $3,610+13.8% | $5,299-22.5% | $4,297-4.4% |