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 | $36,034 | $60,323-40.3% | $81,812-56.0% | $74,495-51.6% |
| Participation rate | 52.9% | 62.9%-10.0pp | 72.3%-19.5pp | 67.2%-14.3pp |
| Annual return | 12.40% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,414 | $2,620-46.0% | $2,912-51.5% | $2,623-46.1% |
| Participant deferral / active EE | $2,529 | $3,387-25.3% | $4,319-41.4% | $4,346-41.8% |
| Admin fee / account holder | $2,888 | $1,486+94.4% | $7,386-60.9% | $1,942+48.7% |