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 | $41,024 | $81,208-49.5% | $98,907-58.5% | $79,858-48.6% |
| Participation rate | 55.3% | 72.5%-17.2pp | 76.0%-20.8pp | 69.6%-14.4pp |
| Annual return | 11.31% | 60.99%-49.7pp | 196.43%-185.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,136 | $1,960-42.0% | $2,689-57.7% | $2,471-54.0% |
| Participant deferral / active EE | $3,086 | $3,265-5.5% | $4,244-27.3% | $3,740-17.5% |
| Admin fee / account holder | $5,242 | $6,013-12.8% | $6,642-21.1% | $5,306-1.2% |