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 | $50,177 | $52,681-4.8% | $75,781-33.8% | $59,632-15.9% |
| Participation rate | 55.7% | 67.2%-11.5pp | 75.8%-20.1pp | 68.7%-13.0pp |
| Annual return | 4.26% | 2.95%+1.3pp | 9.68%-5.4pp | 2041.28%-2037.0pp |
| Employer contribution / active EE | $805 | $2,193-63.3% | $3,323-75.8% | $2,203-63.4% |
| Participant deferral / active EE | $1,916 | $2,591-26.0% | $3,651-47.5% | $3,192-40.0% |
| Admin fee / account holder | $4,792 | $3,610+32.7% | $5,299-9.6% | $4,297+11.5% |