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 | $48,248 | $91,190-47.1% | $178,490-73.0% | $79,858-39.6% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 18.64% | 24.19%-5.6pp | 151.07%-132.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,744 | $3,256-46.4% | $5,011-65.2% | $2,471-29.4% |
| Participant deferral / active EE | $4,436 | $3,236+37.1% | $5,202-14.7% | $3,740+18.6% |
| Admin fee / account holder | $7,733 | $6,751+14.6% | $13,984-44.7% | $5,306+45.7% |