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 | $47,994 | $67,606-29.0% | $82,313-41.7% | $70,131-31.6% |
| Participation rate | 48.1% | 72.8%-24.6pp | 76.9%-28.7pp | 69.5%-21.4pp |
| Annual return | 13.13% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,148 | $1,755+22.4% | $2,428-11.5% | $2,342-8.3% |
| Participant deferral / active EE | $2,417 | $2,987-19.1% | $3,706-34.8% | $3,332-27.4% |
| Admin fee / account holder | $14,711 | $4,512+226.0% | $5,608+162.3% | $4,645+216.7% |