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 | $59,522 | $86,944-31.5% | $107,525-44.6% | $74,304-19.9% |
| Participation rate | 33.6% | 59.6%-25.9pp | 75.1%-41.5pp | 60.3%-26.7pp |
| Annual return | 20.76% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,322 | $2,757-52.0% | $3,754-64.8% | $2,241-41.0% |
| Participant deferral / active EE | $2,291 | $3,554-35.5% | $5,116-55.2% | $3,767-39.2% |
| Admin fee / account holder | $6,222 | $3,727+67.0% | $8,919-30.2% | $2,969+109.6% |