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 | $51,452 | $77,314-33.5% | $177,989-71.1% | $80,856-36.4% |
| Participation rate | 44.7% | 65.7%-21.0pp | 77.1%-32.3pp | 67.6%-22.9pp |
| Annual return | 12.01% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,675 | $2,292-26.9% | $3,949-57.6% | $2,755-39.2% |
| Participant deferral / active EE | $5,022 | $4,411+13.9% | $6,276-20.0% | $4,296+16.9% |
| Admin fee / account holder | $918 | $7,191-87.2% | $10,363-91.1% | $6,918-86.7% |