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 | $63,033 | $84,233-25.2% | $170,442-63.0% | $70,131-10.1% |
| Participation rate | 52.5% | 70.8%-18.3pp | 83.6%-31.1pp | 69.5%-17.0pp |
| Annual return | 14.31% | 23.06%-8.7pp | 205.93%-191.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,180 | $3,387-65.2% | $5,433-78.3% | $2,342-49.6% |
| Participant deferral / active EE | $2,341 | $3,086-24.1% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $5,685 | $5,698-0.2% | $13,880-59.0% | $4,645+22.4% |