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 | $50,162 | $65,365-23.3% | $92,893-46.0% | $72,985-31.3% |
| Participation rate | 41.6% | 68.3%-26.8pp | 76.0%-34.4pp | 69.5%-27.9pp |
| Annual return | 20.38% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,632 | $2,594-37.1% | $3,653-55.3% | $2,440-33.1% |
| Participant deferral / active EE | $3,103 | $3,128-0.8% | $4,236-26.8% | $3,607-14.0% |
| Admin fee / account holder | $13,474 | $4,251+216.9% | $5,794+132.6% | $5,124+162.9% |