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 | $39,838 | $59,328-32.9% | $118,925-66.5% | $73,488-45.8% |
| Participation rate | 59.2% | 62.3%-3.1pp | 75.4%-16.2pp | 70.7%-11.5pp |
| Annual return | 19.53% | 19.13%+0.4pp | 35.88%-16.3pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,381 | $1,803-23.4% | $3,263-57.7% | $2,270-39.2% |
| Participant deferral / active EE | $2,364 | $2,604-9.2% | $4,265-44.6% | $3,740-36.8% |
| Admin fee / account holder | $2,560 | $600+326.5% | $6,581-61.1% | $513+399.0% |