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 | $33,192 | $85,766-61.3% | $136,294-75.6% | $70,131-52.7% |
| Participation rate | 41.7% | 74.2%-32.5pp | 81.9%-40.3pp | 69.5%-27.9pp |
| Annual return | 16.44% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,394 | $2,966-53.0% | $4,695-70.3% | $2,342-40.5% |
| Participant deferral / active EE | $2,878 | $5,051-43.0% | $6,247-53.9% | $3,332-13.6% |
| Admin fee / account holder | $13,638 | $5,420+151.6% | $9,243+47.5% | $4,645+193.6% |