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 | $39,160 | $54,558-28.2% | $76,002-48.5% | $74,546-47.5% |
| Participation rate | 40.4% | 60.3%-19.9pp | 69.1%-28.7pp | 67.2%-26.8pp |
| Annual return | 14.02% | 31.83%-17.8pp | 360.07%-346.0pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $1,368 | $1,778-23.0% | $2,688-49.1% | $2,624-47.9% |
| Participant deferral / active EE | $2,042 | $3,065-33.4% | $4,257-52.0% | $4,347-53.0% |
| Admin fee / account holder | $8,949 | $2,232+301.0% | $6,414+39.5% | $1,944+360.5% |