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 | $37,846 | $51,175-26.0% | $70,515-46.3% | $75,163-49.6% |
| Participation rate | 31.7% | 60.9%-29.3pp | 68.3%-36.7pp | 67.2%-35.5pp |
| Annual return | 18.85% | 30.02%-11.2pp | 32.77%-13.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,098 | $1,826-39.9% | $2,973-63.1% | $2,670-58.9% |
| Participant deferral / active EE | $2,034 | $2,849-28.6% | $4,567-55.5% | $4,125-50.7% |
| Admin fee / account holder | $5,595 | $4,091+36.8% | $6,412-12.7% | $5,651-1.0% |