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 | $44,692 | $68,547-34.8% | $120,354-62.9% | $80,856-44.7% |
| Participation rate | 41.9% | 61.6%-19.7pp | 71.9%-30.0pp | 67.6%-25.8pp |
| Annual return | 17.51% | 23.60%-6.1pp | 107.15%-89.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,315 | $2,051-35.9% | $3,463-62.0% | $2,755-52.3% |
| Participant deferral / active EE | $2,762 | $3,173-13.0% | $4,991-44.7% | $4,296-35.7% |
| Admin fee / account holder | $10,779 | $5,732+88.1% | $9,423+14.4% | $6,918+55.8% |