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 | $48,041 | $56,110-14.4% | $94,993-49.4% | $70,131-31.5% |
| Participation rate | 42.9% | 65.0%-22.1pp | 73.9%-31.0pp | 69.5%-26.7pp |
| Annual return | 16.03% | 51.02%-35.0pp | 27.12%-11.1pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,580 | $1,442+9.5% | $2,603-39.3% | $2,342-32.6% |
| Participant deferral / active EE | $2,142 | $2,391-10.4% | $3,317-35.4% | $3,332-35.7% |
| Admin fee / account holder | $9,363 | $3,456+170.9% | $4,960+88.7% | $4,645+101.5% |