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 | $50,474 | $91,190-44.6% | $178,490-71.7% | $79,858-36.8% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 12.38% | 24.19%-11.8pp | 151.07%-138.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,633 | $3,256-49.8% | $5,011-67.4% | $2,471-33.9% |
| Participant deferral / active EE | $3,898 | $3,236+20.5% | $5,202-25.1% | $3,740+4.2% |
| Admin fee / account holder | $6,044 | $6,751-10.5% | $13,984-56.8% | $5,306+13.9% |