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 | $47,755 | $44,960+6.2% | $84,966-43.8% | $74,495-35.9% |
| Participation rate | 33.3% | 49.4%-16.0pp | 67.5%-34.2pp | 67.2%-33.9pp |
| Annual return | 19.52% | 26.24%-6.7pp | 66.38%-46.9pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,042 | $1,457-28.5% | $2,727-61.8% | $2,623-60.3% |
| Participant deferral / active EE | $2,231 | $2,731-18.3% | $4,519-50.6% | $4,346-48.7% |
| Admin fee / account holder | $7,795 | $2,209+252.8% | $6,149+26.8% | $1,942+301.4% |