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 | $54,657 | $57,354-4.7% | $83,848-34.8% | $64,186-14.8% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | 13.00% | 11.38%+1.6pp | 850.88%-837.9pp | 7.63%+5.4pp |
| Employer contribution / active EE | $1,500 | $2,545-41.0% | $3,631-58.7% | $2,381-37.0% |
| Participant deferral / active EE | $3,770 | $2,993+26.0% | $4,082-7.6% | $3,470+8.7% |
| Admin fee / account holder | $1,760 | $4,046-56.5% | $5,478-67.9% | $4,888-64.0% |