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 | $67,514 | $75,125-10.1% | $246,525-72.6% | $75,125-10.1% |
| Participation rate | 13.3% | 56.0%-42.7pp | 82.0%-68.6pp | 56.0%-42.7pp |
| Annual return | 16.07% | 14.51%+1.6pp | 0.46%+15.6pp | 14.51%+1.6pp |
| Employer contribution / active EE | $857 | $3,379-74.6% | $7,467-88.5% | $3,379-74.6% |
| Participant deferral / active EE | $1,713 | $2,962-42.2% | $5,422-68.4% | $2,962-42.2% |
| Admin fee / account holder | $6,835 | $1,235+453.5% | $16,551-58.7% | $1,235+453.5% |