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 | $40,092 | $73,981-45.8% | $105,722-62.1% | $62,891-36.3% |
| Participation rate | 25.9% | 71.7%-45.8pp | 78.9%-53.0pp | 69.3%-43.4pp |
| Annual return | 9.46% | 17.60%-8.1pp | 12.25%-2.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $803 | $2,856-71.9% | $4,079-80.3% | $2,281-64.8% |
| Participant deferral / active EE | $1,841 | $4,038-54.4% | $5,326-65.4% | $3,203-42.5% |
| Admin fee / account holder | $8,885 | $5,976+48.7% | $8,308+6.9% | $4,296+106.8% |