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 | $60,994 | $72,137-15.4% | $142,449-57.2% | $71,457-14.6% |
| Participation rate | 48.2% | 71.7%-23.5pp | 76.8%-28.6pp | 67.9%-19.7pp |
| Annual return | 16.61% | 21.15%-4.5pp | 19.99%-3.4pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,769 | $3,793-53.4% | $4,847-63.5% | $2,588-31.6% |
| Participant deferral / active EE | $3,629 | $5,280-31.3% | $6,283-42.2% | $4,289-15.4% |
| Admin fee / account holder | $14,622 | $1,433+920.2% | $10,011+46.1% | $1,587+821.2% |