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 | $56,314 | $54,705+2.9% | $71,209-20.9% | $84,808-33.6% |
| Participation rate | 28.3% | 64.1%-35.8pp | 73.8%-45.5pp | 68.3%-40.0pp |
| Annual return | 21.85% | 35.90%-14.0pp | 282.51%-260.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $599 | $2,158-72.2% | $2,721-78.0% | $2,631-77.2% |
| Participant deferral / active EE | $1,028 | $3,030-66.1% | $4,175-75.4% | $4,212-75.6% |
| Admin fee / account holder | $15,147 | $4,863+211.4% | $5,349+183.2% | $7,344+106.3% |