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 | $52,890 | $106,749-50.5% | $145,433-63.6% | $82,448-35.8% |
| Participation rate | 48.4% | 75.6%-27.3pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 16.62% | 27.59%-11.0pp | 66.58%-50.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,080 | $3,444-68.6% | $4,554-76.3% | $2,551-57.6% |
| Participant deferral / active EE | $2,726 | $6,519-58.2% | $7,897-65.5% | $4,139-34.1% |
| Admin fee / account holder | $12,988 | $8,390+54.8% | $13,129-1.1% | $7,234+79.5% |