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 | $75,022 | $88,083-14.8% | $164,813-54.5% | $74,495+0.7% |
| Participation rate | 46.6% | 73.0%-26.4pp | 78.6%-32.0pp | 67.2%-20.6pp |
| Annual return | 12.54% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,781 | $2,593-31.3% | $4,341-59.0% | $2,623-32.1% |
| Participant deferral / active EE | $3,256 | $4,498-27.6% | $6,031-46.0% | $4,346-25.1% |
| Admin fee / account holder | $4,208 | $2,234+88.4% | $12,690-66.8% | $1,942+116.7% |