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 | $93,010 | $180,028-48.3% | $138,135-32.7% | $158,922-41.5% |
| Participation rate | 53.8% | 82.2%-28.4pp | 78.7%-24.9pp | 82.0%-28.1pp |
| Annual return | 9.86% | 21.68%-11.8pp | 20.51%-10.7pp | 302.83%-293.0pp |
| Employer contribution / active EE | $2,408 | $7,470-67.8% | $5,587-56.9% | $4,761-49.4% |
| Participant deferral / active EE | $5,663 | $7,717-26.6% | $6,431-12.0% | $5,982-5.3% |
| Admin fee / account holder | $45,300 | $17,912+152.9% | $11,856+282.1% | $11,246+302.8% |