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 | $36,563 | $72,177-49.3% | $115,037-68.2% | $59,632-38.7% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | 8.60% | 12.02%-3.4pp | 26.14%-17.5pp | 2041.28%-2032.7pp |
| Employer contribution / active EE | $1,428 | $2,841-49.8% | $4,608-69.0% | $2,203-35.2% |
| Participant deferral / active EE | $4,170 | $4,783-12.8% | $6,026-30.8% | $3,192+30.7% |
| Admin fee / account holder | $5,187 | $4,927+5.3% | $8,175-36.6% | $4,297+20.7% |