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 | $31,382 | $70,428-55.4% | $96,562-67.5% | $85,850-63.4% |
| Participation rate | 48.6% | 61.8%-13.2pp | 69.8%-21.2pp | 69.3%-20.7pp |
| Annual return | 16.87% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,805 | $1,413+27.8% | $2,356-23.4% | $2,565-29.6% |
| Participant deferral / active EE | $3,993 | $2,894+38.0% | $3,849+3.7% | $3,952+1.0% |
| Admin fee / account holder | $2,310 | $4,997-53.8% | $6,181-62.6% | $6,260-63.1% |