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 | $41,707 | $91,552-54.4% | $133,956-68.9% | $79,858-47.8% |
| Participation rate | 43.8% | 73.3%-29.5pp | 79.8%-36.0pp | 69.6%-25.8pp |
| Annual return | 21.33% | 61.85%-40.5pp | 45.09%-23.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $1,122 | $2,384-52.9% | $3,919-71.4% | $2,471-54.6% |
| Participant deferral / active EE | $2,698 | $3,733-27.7% | $5,048-46.6% | $3,740-27.9% |
| Admin fee / account holder | $1,113 | $6,321-82.4% | $8,927-87.5% | $5,306-79.0% |