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 | $31,652 | $57,354-44.8% | $83,848-62.3% | $64,186-50.7% |
| Participation rate | 50.9% | 68.6%-17.7pp | 76.1%-25.3pp | 69.6%-18.7pp |
| Annual return | 4.62% | 11.38%-6.8pp | 850.88%-846.3pp | 7.63%-3.0pp |
| Employer contribution / active EE | $1,204 | $2,545-52.7% | $3,631-66.8% | $2,381-49.4% |
| Participant deferral / active EE | $2,353 | $2,993-21.4% | $4,082-42.4% | $3,470-32.2% |
| Admin fee / account holder | $1,900 | $4,046-53.0% | $5,478-65.3% | $4,888-61.1% |