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 | $18,636 | $49,227-62.1% | $70,449-73.5% | $79,858-76.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 20.03% | 30.06%-10.0pp | 109.03%-89.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,813 | $2,099-13.6% | $2,737-33.7% | $2,471-26.6% |
| Participant deferral / active EE | $2,066 | $2,768-25.4% | $3,709-44.3% | $3,740-44.8% |
| Admin fee / account holder | $1,842 | $2,878-36.0% | $3,845-52.1% | $5,306-65.3% |