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 | $50,398 | $51,045-1.3% | $70,515-28.5% | $71,457-29.5% |
| Participation rate | 40.3% | 59.4%-19.1pp | 68.3%-28.0pp | 67.9%-27.6pp |
| Annual return | 23.56% | 42.63%-19.1pp | 32.77%-9.2pp | 28.85%-5.3pp |
| Employer contribution / active EE | $2,336 | $1,790+30.5% | $2,973-21.4% | $2,588-9.7% |
| Participant deferral / active EE | $2,747 | $3,026-9.2% | $4,567-39.9% | $4,289-36.0% |
| Admin fee / account holder | $13,176 | $1,994+560.9% | $6,412+105.5% | $1,587+730.1% |