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 | $62,624 | $54,762+14.4% | $90,281-30.6% | $72,985-14.2% |
| Participation rate | 37.5% | 65.1%-27.6pp | 73.3%-35.8pp | 69.5%-32.0pp |
| Annual return | 25.06% | 30.63%-5.6pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,033 | $2,092-50.6% | $2,854-63.8% | $2,440-57.6% |
| Participant deferral / active EE | $1,732 | $2,887-40.0% | $3,885-55.4% | $3,607-52.0% |
| Admin fee / account holder | $25,538 | $3,972+543.0% | $5,351+377.2% | $5,124+398.4% |