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 | $47,509 | $89,753-47.1% | $107,525-55.8% | $84,808-44.0% |
| Participation rate | 60.7% | 68.1%-7.4pp | 75.1%-14.4pp | 68.3%-7.7pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,607 | $3,113-48.4% | $3,754-57.2% | $2,631-38.9% |
| Participant deferral / active EE | $2,880 | $4,056-29.0% | $5,116-43.7% | $4,212-31.6% |
| Admin fee / account holder | $9,295 | $7,222+28.7% | $8,919+4.2% | $7,344+26.6% |