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 | $40,143 | $77,899-48.5% | $149,673-73.2% | $75,163-46.6% |
| Participation rate | 39.5% | 65.6%-26.1pp | 78.8%-39.3pp | 67.2%-27.7pp |
| Annual return | 14.08% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,361 | $3,137-56.6% | $4,818-71.8% | $2,670-49.0% |
| Participant deferral / active EE | $3,199 | $3,411-6.2% | $5,680-43.7% | $4,125-22.4% |
| Admin fee / account holder | $528 | $5,956-91.1% | $13,210-96.0% | $5,651-90.7% |