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 | $64,493 | $47,848+34.8% | $81,478-20.8% | $70,131-8.0% |
| Participation rate | 34.8% | 58.3%-23.4pp | 68.0%-33.1pp | 69.5%-34.7pp |
| Annual return | 15.16% | 27.25%-12.1pp | 38.78%-23.6pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,046 | $1,527-31.5% | $2,568-59.3% | $2,342-55.3% |
| Participant deferral / active EE | $2,029 | $2,453-17.3% | $3,537-42.6% | $3,332-39.1% |
| Admin fee / account holder | $9,461 | $3,145+200.8% | $4,561+107.4% | $4,645+103.7% |