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 | $59,022 | $99,341-40.6% | $84,750-30.4% | $273,961-78.5% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 7.86% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,748 | $4,214-58.5% | $3,574-51.1% | $4,869-64.1% |
| Participant deferral / active EE | $1,914 | $4,269-55.2% | $3,712-48.4% | $5,287-63.8% |
| Admin fee / account holder | $11,401 | $6,644+71.6% | $5,332+113.8% | $10,132+12.5% |