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 | $56,120 | $56,972-1.5% | $182,532-69.3% | $65,185-13.9% |
| Participation rate | 37.1% | 66.5%-29.5pp | 78.0%-40.9pp | 70.2%-33.1pp |
| Annual return | 32.59% | 27.67%+4.9pp | 148.54%-115.9pp | 29.38%+3.2pp |
| Employer contribution / active EE | $1,005 | $1,615-37.8% | $4,076-75.3% | $2,177-53.8% |
| Participant deferral / active EE | $2,629 | $3,526-25.5% | $5,524-52.4% | $3,514-25.2% |
| Admin fee / account holder | $1,703 | $528+222.6% | $8,592-80.2% | $847+101.0% |