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 | $84,268 | $66,098+27.5% | $101,794-17.2% | $74,304+13.4% |
| Participation rate | 17.3% | 53.8%-36.4pp | 69.2%-51.8pp | 60.3%-43.0pp |
| Annual return | 13.95% | 19.59%-5.6pp | 30.53%-16.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $678 | $1,082-37.4% | $2,289-70.4% | $2,241-69.8% |
| Participant deferral / active EE | $1,340 | $2,781-51.8% | $4,084-67.2% | $3,767-64.4% |
| Admin fee / account holder | $9,401 | $4,146+126.7% | $8,777+7.1% | $2,969+216.6% |