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 | $28,912 | $81,625-64.6% | $167,512-82.7% | $74,304-61.1% |
| Participation rate | 47.1% | 60.0%-12.9pp | 77.1%-29.9pp | 60.3%-13.2pp |
| Annual return | 18.63% | 26.09%-7.5pp | 1615.79%-1597.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,256 | $2,010-37.5% | $3,882-67.7% | $2,241-44.0% |
| Participant deferral / active EE | $2,368 | $4,115-42.4% | $6,405-63.0% | $3,767-37.1% |
| Admin fee / account holder | $1,703 | $3,474-51.0% | $9,769-82.6% | $2,969-42.6% |