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 | $48,823 | $62,573-22.0% | $85,682-43.0% | $85,850-43.1% |
| Participation rate | 35.0% | 61.1%-26.1pp | 69.9%-34.9pp | 69.3%-34.3pp |
| Annual return | 23.15% | 23.77%-0.6pp | 21.49%+1.7pp | 318.53%-295.4pp |
| Employer contribution / active EE | $1,101 | $1,757-37.3% | $2,618-57.9% | $2,565-57.1% |
| Participant deferral / active EE | $1,574 | $2,802-43.8% | $3,923-59.9% | $3,952-60.2% |
| Admin fee / account holder | $23,787 | $4,640+412.6% | $6,873+246.1% | $6,260+280.0% |