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 | $71,312 | $76,670-7.0% | $96,683-26.2% | $71,457-0.2% |
| Participation rate | 29.6% | 66.6%-36.9pp | 74.3%-44.7pp | 67.9%-38.3pp |
| Annual return | 21.78% | 48.29%-26.5pp | 35.69%-13.9pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,040 | $3,031-65.7% | $3,737-72.2% | $2,588-59.8% |
| Participant deferral / active EE | $2,783 | $3,771-26.2% | $4,878-42.9% | $4,289-35.1% |
| Admin fee / account holder | $10,951 | $2,028+439.9% | $6,730+62.7% | $1,587+589.9% |