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 | $36,855 | $51,576-28.5% | $129,207-71.5% | $80,856-54.4% |
| Participation rate | 42.7% | 57.0%-14.3pp | 69.6%-26.9pp | 67.6%-24.9pp |
| Annual return | 14.75% | 20.81%-6.1pp | 9417.33%-9402.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,364 | $1,584-13.9% | $4,153-67.2% | $2,755-50.5% |
| Participant deferral / active EE | $2,207 | $2,669-17.3% | $4,168-47.1% | $4,296-48.6% |
| Admin fee / account holder | $2,772 | $4,305-35.6% | $7,715-64.1% | $6,918-59.9% |