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 | $44,666 | $61,156-27.0% | $185,823-76.0% | $79,386-43.7% |
| Participation rate | 43.0% | 66.6%-23.6pp | 81.7%-38.7pp | 70.7%-27.7pp |
| Annual return | 23.87% | 19.45%+4.4pp | 122.05%-98.2pp | 116.85%-93.0pp |
| Employer contribution / active EE | $472 | $2,321-79.7% | $5,167-90.9% | $2,427-80.6% |
| Participant deferral / active EE | $1,091 | $2,789-60.9% | $5,568-80.4% | $4,046-73.0% |
| Admin fee / account holder | $3,914 | $710+451.6% | $16,237-75.9% | $626+524.8% |