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 | $70,239 | $42,886+63.8% | $88,946-21.0% | $85,563-17.9% |
| Participation rate | 12.5% | 37.9%-25.4pp | 68.8%-56.3pp | 66.0%-53.4pp |
| Annual return | 19.05% | 44.56%-25.5pp | 57.82%-38.8pp | 31.51%-12.5pp |
| Employer contribution / active EE | $445 | $1,147-61.2% | $2,555-82.6% | $2,654-83.2% |
| Participant deferral / active EE | $1,027 | $2,108-51.3% | $4,581-77.6% | $4,375-76.5% |
| Admin fee / account holder | $7,112 | $2,263+214.2% | $8,261-13.9% | $834+752.6% |