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 | $49,075 | $68,547-28.4% | $120,354-59.2% | $80,856-39.3% |
| Participation rate | 43.2% | 61.6%-18.4pp | 71.9%-28.7pp | 67.6%-24.4pp |
| Annual return | 11.13% | 23.60%-12.5pp | 107.15%-96.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,043 | $2,051-49.1% | $3,463-69.9% | $2,755-62.1% |
| Participant deferral / active EE | $1,894 | $3,173-40.3% | $4,991-62.0% | $4,296-55.9% |
| Admin fee / account holder | $19,330 | $5,732+237.2% | $9,423+105.1% | $6,918+179.4% |