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 | $39,876 | $93,346-57.3% | $71,796-44.5% | $273,961-85.4% |
| Participation rate | 30.0% | 76.5%-46.5pp | 69.1%-39.1pp | 83.0%-53.0pp |
| Annual return | 5.64% | 130.39%-124.7pp | 78.04%-72.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,058 | $2,733-61.3% | $1,924-45.0% | $4,869-78.3% |
| Participant deferral / active EE | $3,016 | $3,475-13.2% | $2,794+7.9% | $5,287-43.0% |
| Admin fee / account holder | $10,958 | $6,571+66.8% | $4,815+127.6% | $10,132+8.1% |