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 | $51,195 | $71,516-28.4% | $98,439-48.0% | $71,457-28.4% |
| Participation rate | 41.3% | 72.7%-31.4pp | 75.2%-33.8pp | 67.9%-26.6pp |
| Annual return | 18.17% | 32.41%-14.2pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,562 | $2,399-34.9% | $3,048-48.7% | $2,588-39.6% |
| Participant deferral / active EE | $2,320 | $4,109-43.5% | $4,738-51.0% | $4,289-45.9% |
| Admin fee / account holder | $14,336 | $1,675+756.0% | $8,948+60.2% | $1,587+803.2% |