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 | $42,775 | $57,354-25.4% | $83,848-49.0% | $64,186-33.4% |
| Participation rate | 54.5% | 68.6%-14.1pp | 76.1%-21.6pp | 69.6%-15.0pp |
| Annual return | 5.25% | 11.38%-6.1pp | 850.88%-845.6pp | 7.63%-2.4pp |
| Employer contribution / active EE | $1,938 | $2,545-23.9% | $3,631-46.6% | $2,381-18.6% |
| Participant deferral / active EE | $4,426 | $2,993+47.9% | $4,082+8.4% | $3,470+27.6% |
| Admin fee / account holder | $2,482 | $4,046-38.6% | $5,478-54.7% | $4,888-49.2% |