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 | $42,785 | $72,277-40.8% | $101,248-57.7% | $79,858-46.4% |
| Participation rate | 38.6% | 68.5%-29.8pp | 75.8%-37.2pp | 69.6%-31.0pp |
| Annual return | 17.63% | 22.30%-4.7pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,334 | $2,692-13.3% | $3,660-36.2% | $2,471-5.5% |
| Participant deferral / active EE | $2,233 | $3,282-31.9% | $4,370-48.9% | $3,740-40.3% |
| Admin fee / account holder | $10,033 | $4,400+128.0% | $5,945+68.7% | $5,306+89.1% |