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 | $61,010 | $80,717-24.4% | $154,803-60.6% | $84,808-28.1% |
| Participation rate | 40.7% | 66.8%-26.1pp | 78.1%-37.3pp | 68.3%-27.6pp |
| Annual return | 13.59% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,388 | $2,761-49.7% | $4,305-67.8% | $2,631-47.3% |
| Participant deferral / active EE | $2,403 | $3,303-27.2% | $5,540-56.6% | $4,212-42.9% |
| Admin fee / account holder | $22,333 | $6,746+231.1% | $14,329+55.9% | $7,344+204.1% |