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 | $90,835 | $108,825-16.5% | $156,181-41.8% | $82,448+10.2% |
| Participation rate | 41.5% | 72.4%-30.9pp | 78.8%-37.4pp | 68.1%-26.6pp |
| Annual return | 14.07% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $830 | $2,870-71.1% | $4,294-80.7% | $2,551-67.5% |
| Participant deferral / active EE | $3,321 | $4,577-27.4% | $6,132-45.8% | $4,139-19.8% |
| Admin fee / account holder | $18,800 | $9,341+101.3% | $14,586+28.9% | $7,234+159.9% |