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 | $31,818 | $64,348-50.6% | $90,160-64.7% | $70,131-54.6% |
| Participation rate | 40.3% | 70.4%-30.1pp | 76.9%-36.6pp | 69.5%-29.2pp |
| Annual return | 18.22% | 28.13%-9.9pp | 34.88%-16.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,164 | $2,046-43.1% | $3,318-64.9% | $2,342-50.3% |
| Participant deferral / active EE | $2,036 | $4,389-53.6% | $5,288-61.5% | $3,332-38.9% |
| Admin fee / account holder | $5,136 | $3,944+30.2% | $5,943-13.6% | $4,645+10.6% |