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 | $79,015 | $89,753-12.0% | $107,525-26.5% | $84,808-6.8% |
| Participation rate | 39.6% | 68.1%-28.5pp | 75.1%-35.5pp | 68.3%-28.8pp |
| Annual return | 15.09% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,046 | $3,113-66.4% | $3,754-72.1% | $2,631-60.3% |
| Participant deferral / active EE | $2,537 | $4,056-37.5% | $5,116-50.4% | $4,212-39.8% |
| Admin fee / account holder | $4,449 | $7,222-38.4% | $8,919-50.1% | $7,344-39.4% |