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 | $33,373 | $70,428-52.6% | $96,562-65.4% | $85,850-61.1% |
| Participation rate | 46.7% | 61.8%-15.1pp | 69.8%-23.1pp | 69.3%-22.6pp |
| Annual return | 17.19% | 18.59%-1.4pp | 37.78%-20.6pp | 318.53%-301.3pp |
| Employer contribution / active EE | $2,651 | $1,413+87.6% | $2,356+12.5% | $2,565+3.4% |
| Participant deferral / active EE | $1,830 | $2,894-36.8% | $3,849-52.4% | $3,952-53.7% |
| Admin fee / account holder | $2,632 | $4,997-47.3% | $6,181-57.4% | $6,260-58.0% |