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 | $58,083 | $62,127-6.5% | $81,382-28.6% | $74,495-22.0% |
| Participation rate | 33.8% | 64.0%-30.2pp | 69.5%-35.7pp | 67.2%-33.4pp |
| Annual return | 19.43% | 16.48%+3.0pp | 24.73%-5.3pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $927 | $1,882-50.8% | $2,463-62.4% | $2,623-64.7% |
| Participant deferral / active EE | $3,000 | $3,229-7.1% | $3,883-22.7% | $4,346-31.0% |
| Admin fee / account holder | $5,690 | $1,934+194.1% | $5,768-1.4% | $1,942+193.0% |