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 | $78,839 | $81,474-3.2% | $133,956-41.1% | $73,488+7.3% |
| Participation rate | 44.2% | 76.4%-32.1pp | 79.8%-35.6pp | 70.7%-26.4pp |
| Annual return | 14.77% | 19.40%-4.6pp | 45.09%-30.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $895 | $2,209-59.5% | $3,919-77.2% | $2,270-60.6% |
| Participant deferral / active EE | $2,967 | $3,786-21.6% | $5,048-41.2% | $3,740-20.7% |
| Admin fee / account holder | $6,880 | $713+864.8% | $8,927-22.9% | $513+1241.0% |