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 | $50,231 | $69,977-28.2% | $108,579-53.7% | $62,891-20.1% |
| Participation rate | 41.3% | 72.9%-31.6pp | 79.6%-38.3pp | 69.3%-28.0pp |
| Annual return | 6.69% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,316 | $3,165-26.8% | $4,311-46.3% | $3,203-27.7% |
| Admin fee / account holder | $10,412 | $5,076+105.1% | $7,645+36.2% | $4,296+142.4% |