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 | $25,761 | $55,214-53.3% | $104,607-75.4% | $73,488-64.9% |
| Participation rate | 57.5% | 67.8%-10.3pp | 74.1%-16.5pp | 70.7%-13.1pp |
| Annual return | 17.87% | 24.79%-6.9pp | 340.46%-322.6pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,201 | $1,468-18.2% | $2,681-55.2% | $2,270-47.1% |
| Participant deferral / active EE | $2,327 | $2,925-20.4% | $3,740-37.8% | $3,740-37.8% |
| Admin fee / account holder | $1,606 | $424+279.1% | $6,473-75.2% | $513+213.1% |