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 | $79,286 | $72,177+9.9% | $115,037-31.1% | $59,632+33.0% |
| Participation rate | 54.5% | 72.6%-18.0pp | 81.4%-26.8pp | 68.7%-14.1pp |
| Annual return | 1.26% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $729 | $2,841-74.3% | $4,608-84.2% | $2,203-66.9% |
| Participant deferral / active EE | $3,725 | $4,783-22.1% | $6,026-38.2% | $3,192+16.7% |
| Admin fee / account holder | $5,988 | $4,927+21.5% | $8,175-26.8% | $4,297+39.4% |