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 | $56,736 | $70,428-19.4% | $96,562-41.2% | $85,850-33.9% |
| Participation rate | 54.7% | 61.8%-7.1pp | 69.8%-15.1pp | 69.3%-14.6pp |
| Annual return | 16.21% | 18.59%-2.4pp | 37.78%-21.6pp | 318.53%-302.3pp |
| Employer contribution / active EE | $731 | $1,413-48.3% | $2,356-69.0% | $2,565-71.5% |
| Participant deferral / active EE | $3,211 | $2,894+11.0% | $3,849-16.6% | $3,952-18.7% |
| Admin fee / account holder | $16,893 | $4,997+238.1% | $6,181+173.3% | $6,260+169.9% |