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 | $36,747 | $51,576-28.8% | $129,207-71.6% | $80,856-54.6% |
| Participation rate | 59.5% | 57.0%+2.5pp | 69.6%-10.2pp | 67.6%-8.2pp |
| Annual return | 11.78% | 20.81%-9.0pp | 9417.33%-9405.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,158 | $1,584-26.9% | $4,153-72.1% | $2,755-57.9% |
| Participant deferral / active EE | $3,058 | $2,669+14.6% | $4,168-26.6% | $4,296-28.8% |
| Admin fee / account holder | $22,823 | $4,305+430.2% | $7,715+195.8% | $6,918+229.9% |