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 | $33,738 | $99,341-66.0% | $84,750-60.2% | $273,961-87.7% |
| Participation rate | 41.2% | 80.7%-39.5pp | 76.6%-35.4pp | 83.0%-41.8pp |
| Annual return | 6.71% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,813 | $4,214-57.0% | $3,574-49.3% | $4,869-62.8% |
| Participant deferral / active EE | $4,016 | $4,269-5.9% | $3,712+8.2% | $5,287-24.0% |
| Admin fee / account holder | $8,147 | $6,644+22.6% | $5,332+52.8% | $10,132-19.6% |