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 | $30,508 | $65,685-53.6% | $57,179-46.6% | $273,961-88.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 13.08% | 21.99%-8.9pp | 14.59%-1.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,079 | $3,279-36.6% | $2,682-22.5% | $4,869-57.3% |
| Participant deferral / active EE | $5,841 | $3,782+54.5% | $3,096+88.7% | $5,287+10.5% |
| Admin fee / account holder | $353 | $4,835-92.7% | $3,139-88.7% | $10,132-96.5% |