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 | $42,500 | $54,705-22.3% | $71,209-40.3% | $84,808-49.9% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.8%-19.9pp | 68.3%-14.5pp |
| Annual return | 14.32% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,304 | $2,158-39.6% | $2,721-52.1% | $2,631-50.4% |
| Participant deferral / active EE | $5,742 | $3,030+89.5% | $4,175+37.5% | $4,212+36.3% |
| Admin fee / account holder | $1,407 | $4,863-71.1% | $5,349-73.7% | $7,344-80.8% |