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 | $45,945 | $81,208-43.4% | $98,907-53.5% | $79,858-42.5% |
| Participation rate | 58.0% | 72.5%-14.5pp | 76.0%-18.0pp | 69.6%-11.6pp |
| Annual return | 14.81% | 60.99%-46.2pp | 196.43%-181.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,040 | $1,960-46.9% | $2,689-61.3% | $2,471-57.9% |
| Participant deferral / active EE | $3,291 | $3,265+0.8% | $4,244-22.5% | $3,740-12.0% |
| Admin fee / account holder | $1,808 | $6,013-69.9% | $6,642-72.8% | $5,306-65.9% |