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 | $43,438 | $153,311-71.7% | $109,313-60.3% | $273,961-84.1% |
| Participation rate | 63.6% | 80.1%-16.4pp | 71.3%-7.6pp | 83.0%-19.4pp |
| Annual return | 9.78% | 29.86%-20.1pp | 22.07%-12.3pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,470 | $5,619-73.8% | $3,892-62.2% | $4,869-69.8% |
| Participant deferral / active EE | $6,423 | $3,932+63.4% | $3,166+102.8% | $5,287+21.5% |
| Admin fee / account holder | $594 | $8,076-92.6% | $5,666-89.5% | $10,132-94.1% |