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 | $83,587 | $87,540-4.5% | $75,781+10.3% | $125,391-33.3% |
| Participation rate | 41.7% | 80.2%-38.5pp | 75.8%-34.2pp | 83.2%-41.5pp |
| Annual return | 1.28% | 13.48%-12.2pp | 9.68%-8.4pp | 282.22%-280.9pp |
| Employer contribution / active EE | $631 | $3,930-83.9% | $3,323-81.0% | $4,866-87.0% |
| Participant deferral / active EE | $1,314 | $4,229-68.9% | $3,651-64.0% | $5,352-75.4% |
| Admin fee / account holder | $3,794 | $6,502-41.7% | $5,299-28.4% | $9,540-60.2% |