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 | $65,720 | $88,707-25.9% | $74,183-11.4% | $273,961-76.0% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 5.35% | 11.94%-6.6pp | 17.74%-12.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,292 | $3,159-59.1% | $2,370-45.5% | $4,869-73.5% |
| Participant deferral / active EE | $3,488 | $4,212-17.2% | $3,550-1.7% | $5,287-34.0% |
| Admin fee / account holder | $18,736 | $8,717+114.9% | $5,586+235.4% | $10,132+84.9% |