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 | $29,779 | $85,202-65.0% | $172,739-82.8% | $72,985-59.2% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 17.24% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,768 | $3,324-46.8% | $5,143-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $3,271 | $3,260+0.3% | $5,198-37.1% | $3,607-9.3% |
| Admin fee / account holder | $2,571 | $5,884-56.3% | $13,954-81.6% | $5,124-49.8% |