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 | $45,654 | $100,923-54.8% | $150,045-69.6% | $74,304-38.6% |
| Participation rate | 13.0% | 70.1%-57.1pp | 82.3%-69.3pp | 60.3%-47.3pp |
| Annual return | 15.72% | 51.77%-36.0pp | 62.55%-46.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $999 | $3,463-71.2% | $4,693-78.7% | $2,241-55.4% |
| Participant deferral / active EE | $2,632 | $6,709-60.8% | $7,997-67.1% | $3,767-30.1% |
| Admin fee / account holder | $8,560 | $2,767+209.4% | $13,435-36.3% | $2,969+188.3% |