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 | $28,221 | $65,395-56.8% | $182,532-84.5% | $72,985-61.3% |
| Participation rate | 55.8% | 65.4%-9.7pp | 78.0%-22.2pp | 69.5%-13.7pp |
| Annual return | 39.05% | 27.68%+11.4pp | 148.54%-109.5pp | 81.00%-42.0pp |
| Employer contribution / active EE | $1,661 | $1,911-13.1% | $4,076-59.2% | $2,440-31.9% |
| Participant deferral / active EE | $2,106 | $3,563-40.9% | $5,524-61.9% | $3,607-41.6% |
| Admin fee / account holder | $13,714 | $4,245+223.1% | $8,592+59.6% | $5,124+167.6% |