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 | $49,287 | $72,404-31.9% | $110,238-55.3% | $64,186-23.2% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | 17.84% | -6.29%+24.1pp | 314.74%-296.9pp | 7.63%+10.2pp |
| Employer contribution / active EE | $1,036 | $2,282-54.6% | $3,826-72.9% | $2,381-56.5% |
| Participant deferral / active EE | $1,757 | $3,469-49.3% | $4,672-62.4% | $3,470-49.3% |
| Admin fee / account holder | $2,505 | $5,664-55.8% | $8,547-70.7% | $4,888-48.7% |