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 | $42,370 | $64,324-34.1% | $118,925-64.4% | $79,858-46.9% |
| Participation rate | 51.7% | 64.9%-13.1pp | 75.4%-23.7pp | 69.6%-17.9pp |
| Annual return | 12.64% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,572 | $1,836-14.4% | $3,263-51.8% | $2,471-36.4% |
| Participant deferral / active EE | $3,081 | $2,824+9.1% | $4,265-27.8% | $3,740-17.6% |
| Admin fee / account holder | $397 | $4,040-90.2% | $6,581-94.0% | $5,306-92.5% |