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 | $23,604 | $77,634-69.6% | $156,549-84.9% | $62,891-62.5% |
| Participation rate | 41.2% | 71.2%-30.0pp | 84.0%-42.8pp | 69.3%-28.1pp |
| Annual return | 7.61% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,276 | $3,444-63.0% | $5,501-76.8% | $2,281-44.1% |
| Participant deferral / active EE | $2,314 | $3,045-24.0% | $4,871-52.5% | $3,203-27.7% |
| Admin fee / account holder | $3,607 | $5,561-35.1% | $13,027-72.3% | $4,296-16.0% |