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 | $67,857 | $51,576+31.6% | $129,207-47.5% | $80,856-16.1% |
| Participation rate | 38.5% | 57.0%-18.5pp | 69.6%-31.2pp | 67.6%-29.2pp |
| Annual return | 18.95% | 20.81%-1.9pp | 9417.33%-9398.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $812 | $1,584-48.7% | $4,153-80.4% | $2,755-70.5% |
| Participant deferral / active EE | $1,174 | $2,669-56.0% | $4,168-71.8% | $4,296-72.7% |
| Admin fee / account holder | $7,843 | $4,305+82.2% | $7,715+1.7% | $6,918+13.4% |