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 | $33,749 | $72,277-53.3% | $101,248-66.7% | $79,858-57.7% |
| Participation rate | 58.1% | 68.5%-10.3pp | 75.8%-17.7pp | 69.6%-11.5pp |
| Annual return | 15.38% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,185 | $2,692-18.8% | $3,660-40.3% | $2,471-11.6% |
| Participant deferral / active EE | $5,537 | $3,282+68.7% | $4,370+26.7% | $3,740+48.0% |
| Admin fee / account holder | $2,701 | $4,400-38.6% | $5,945-54.6% | $5,306-49.1% |