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 | $51,953 | $91,190-43.0% | $178,490-70.9% | $79,858-34.9% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.0pp | 69.6%-16.7pp |
| Annual return | 23.83% | 24.19%-0.4pp | 151.07%-127.2pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,486 | $3,256-54.3% | $5,011-70.3% | $2,471-39.8% |
| Participant deferral / active EE | $3,342 | $3,236+3.3% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $1,126 | $6,751-83.3% | $13,984-91.9% | $5,306-78.8% |