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 | $78,435 | $87,870-10.7% | $113,168-30.7% | $74,304+5.6% |
| Participation rate | 39.7% | 70.7%-31.0pp | 76.6%-36.8pp | 60.3%-20.6pp |
| Annual return | 15.00% | 26.44%-11.4pp | 24.27%-9.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,299 | $2,277-42.9% | $2,975-56.3% | $2,241-42.0% |
| Participant deferral / active EE | $2,577 | $4,241-39.2% | $5,107-49.5% | $3,767-31.6% |
| Admin fee / account holder | $5,932 | $3,368+76.1% | $12,068-50.8% | $2,969+99.8% |