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 | $36,385 | $69,207-47.4% | $64,056-43.2% | $139,434-73.9% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.82% | 45.88%-28.1pp | 33.69%-15.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,255 | $3,182-60.6% | $2,747-54.3% | $4,751-73.6% |
| Participant deferral / active EE | $2,114 | $4,682-54.9% | $3,880-45.5% | $6,710-68.5% |
| Admin fee / account holder | $6,141 | $4,244+44.7% | $3,068+100.2% | $11,403-46.1% |