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 | $40,190 | $61,605-34.8% | $112,229-64.2% | $75,163-46.5% |
| Participation rate | 34.1% | 61.7%-27.5pp | 72.4%-38.3pp | 67.2%-33.0pp |
| Annual return | 20.72% | 28.47%-7.7pp | 30.20%-9.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,099 | $2,015-45.5% | $3,430-68.0% | $2,670-58.8% |
| Participant deferral / active EE | $2,275 | $3,108-26.8% | $4,798-52.6% | $4,125-44.9% |
| Admin fee / account holder | $5,609 | $4,862+15.3% | $7,748-27.6% | $5,651-0.8% |