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 | $43,149 | $64,121-32.7% | $78,805-45.2% | $116,875-63.1% |
| Participation rate | 65.7% | 71.0%-5.2pp | 73.6%-7.9pp | 74.5%-8.8pp |
| Annual return | 21.55% | 16.32%+5.2pp | -2.71%+24.3pp | 16.29%+5.3pp |
| Employer contribution / active EE | $2,199 | $2,257-2.6% | $4,059-45.8% | $3,288-33.1% |
| Participant deferral / active EE | $2,905 | $2,757+5.4% | $3,584-19.0% | $3,885-25.2% |
| Admin fee / account holder | $23,005 | $5,745+300.4% | $5,677+305.3% | $12,263+87.6% |