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 | $53,445 | $91,190-41.4% | $178,490-70.1% | $79,858-33.1% |
| Participation rate | 65.5% | 69.2%-3.7pp | 81.9%-16.4pp | 69.6%-4.1pp |
| Annual return | 11.88% | 24.19%-12.3pp | 151.07%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,095 | $3,256-35.7% | $5,011-58.2% | $2,471-15.2% |
| Participant deferral / active EE | $4,411 | $3,236+36.3% | $5,202-15.2% | $3,740+17.9% |
| Admin fee / account holder | $9,684 | $6,751+43.4% | $13,984-30.8% | $5,306+82.5% |