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 | $36,147 | $112,881-68.0% | $90,951-60.3% | $158,922-77.3% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 7.01% | 215.79%-208.8pp | 134.60%-127.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $970 | $2,893-66.5% | $2,122-54.3% | $4,761-79.6% |
| Participant deferral / active EE | $3,111 | $4,128-24.6% | $3,373-7.8% | $5,982-48.0% |
| Admin fee / account holder | $21,950 | $8,041+173.0% | $5,959+268.4% | $11,246+95.2% |