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 | $71,354 | $80,731-11.6% | $103,374-31.0% | $74,546-4.3% |
| Participation rate | 51.5% | 65.7%-14.2pp | 74.5%-23.1pp | 67.2%-15.8pp |
| Annual return | 14.51% | 27.56%-13.1pp | 24.89%-10.4pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,891 | $3,158-40.1% | $3,869-51.1% | $2,624-27.9% |
| Participant deferral / active EE | $2,853 | $3,860-26.1% | $5,058-43.6% | $4,347-34.4% |
| Admin fee / account holder | $4,428 | $2,369+86.9% | $8,394-47.2% | $1,944+127.8% |