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 | $32,191 | $65,365-50.8% | $92,893-65.3% | $72,985-55.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 20.59% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,028 | $2,594-60.4% | $3,653-71.9% | $2,440-57.9% |
| Participant deferral / active EE | $2,075 | $3,128-33.7% | $4,236-51.0% | $3,607-42.5% |
| Admin fee / account holder | $6,657 | $4,251+56.6% | $5,794+14.9% | $5,124+29.9% |