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 | $33,910 | $71,050-52.3% | $93,606-63.8% | $80,856-58.1% |
| Participation rate | 64.7% | 60.4%+4.3pp | 68.7%-4.0pp | 67.6%-2.9pp |
| Annual return | 11.31% | 11.26%+0.1pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,436 | $1,564-8.1% | $2,420-40.6% | $2,755-47.9% |
| Participant deferral / active EE | $3,869 | $4,034-4.1% | $4,411-12.3% | $4,296-9.9% |
| Admin fee / account holder | $10,064 | $6,945+44.9% | $8,285+21.5% | $6,918+45.5% |