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 | $43,348 | $64,705-33.0% | $62,929-31.1% | $67,986-36.2% |
| Participation rate | 57.9% | 65.6%-7.7pp | 73.1%-15.2pp | 57.2%+0.7pp |
| Annual return | 15.11% | 20.31%-5.2pp | 1063.93%-1048.8pp | 31.67%-16.6pp |
| Employer contribution / active EE | $1,867 | $2,376-21.4% | $2,505-25.5% | $2,019-7.5% |
| Participant deferral / active EE | $2,393 | $3,198-25.2% | $3,888-38.4% | $3,358-28.7% |
| Admin fee / account holder | $5,868 | $1,428+310.9% | $5,065+15.9% | $3,203+83.2% |