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 | $36,150 | $78,422-53.9% | $95,952-62.3% | $79,858-54.7% |
| Participation rate | 57.4% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.2pp |
| Annual return | 12.00% | 19.37%-7.4pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,001 | $1,945-48.5% | $2,541-60.6% | $2,471-59.5% |
| Participant deferral / active EE | $2,875 | $3,440-16.4% | $4,167-31.0% | $3,740-23.1% |
| Admin fee / account holder | $3,710 | $5,622-34.0% | $6,795-45.4% | $5,306-30.1% |