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 | $40,184 | $51,576-22.1% | $129,207-68.9% | $80,856-50.3% |
| Participation rate | 27.8% | 57.0%-29.2pp | 69.6%-41.8pp | 67.6%-39.9pp |
| Annual return | 11.20% | 20.81%-9.6pp | 9417.33%-9406.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $946 | $1,584-40.3% | $4,153-77.2% | $2,755-65.7% |
| Participant deferral / active EE | $1,954 | $2,669-26.8% | $4,168-53.1% | $4,296-54.5% |
| Admin fee / account holder | $5,129 | $4,305+19.1% | $7,715-33.5% | $6,918-25.9% |