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 | $74,426 | $46,869+58.8% | $122,332-39.2% | $70,131+6.1% |
| Participation rate | 25.9% | 58.2%-32.3pp | 71.6%-45.8pp | 69.5%-43.7pp |
| Annual return | 16.10% | 24.22%-8.1pp | 30.27%-14.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $815 | $1,288-36.7% | $4,050-79.9% | $2,342-65.2% |
| Participant deferral / active EE | $985 | $2,166-54.5% | $3,287-70.0% | $3,332-70.4% |
| Admin fee / account holder | $11,331 | $3,322+241.0% | $5,478+106.9% | $4,645+143.9% |