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 | $55,793 | $80,968-31.1% | $96,544-42.2% | $75,163-25.8% |
| Participation rate | 52.2% | 71.8%-19.6pp | 76.0%-23.8pp | 67.2%-15.0pp |
| Annual return | 19.87% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.7pp |
| Employer contribution / active EE | $1,478 | $2,282-35.2% | $2,965-50.2% | $2,670-44.6% |
| Participant deferral / active EE | $3,621 | $3,928-7.8% | $4,851-25.3% | $4,125-12.2% |
| Admin fee / account holder | $12,161 | $6,724+80.8% | $8,252+47.4% | $5,651+115.2% |