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 | $69,012 | $89,753-23.1% | $107,525-35.8% | $84,808-18.6% |
| Participation rate | 53.2% | 68.1%-14.9pp | 75.1%-21.9pp | 68.3%-15.1pp |
| Annual return | 15.77% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,287 | $3,113-58.7% | $3,754-65.7% | $2,631-51.1% |
| Participant deferral / active EE | $3,231 | $4,056-20.4% | $5,116-36.8% | $4,212-23.3% |
| Admin fee / account holder | $15,132 | $7,222+109.5% | $8,919+69.7% | $7,344+106.1% |