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 | $41,658 | $72,277-42.4% | $101,248-58.9% | $79,858-47.8% |
| Participation rate | 56.4% | 68.5%-12.0pp | 75.8%-19.4pp | 69.6%-13.2pp |
| Annual return | 11.48% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,212 | $2,692-55.0% | $3,660-66.9% | $2,471-50.9% |
| Participant deferral / active EE | $3,755 | $3,282+14.4% | $4,370-14.1% | $3,740+0.4% |
| Admin fee / account holder | $10,247 | $4,400+132.9% | $5,945+72.4% | $5,306+93.1% |