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 | $26,765 | $72,277-63.0% | $101,248-73.6% | $79,858-66.5% |
| Participation rate | 47.3% | 68.5%-21.2pp | 75.8%-28.5pp | 69.6%-22.4pp |
| Annual return | 12.46% | 22.30%-9.8pp | 46.47%-34.0pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,090 | $2,692-59.5% | $3,660-70.2% | $2,471-55.9% |
| Participant deferral / active EE | $2,058 | $3,282-37.3% | $4,370-52.9% | $3,740-45.0% |
| Admin fee / account holder | $4,845 | $4,400+10.1% | $5,945-18.5% | $5,306-8.7% |