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 | $49,178 | $69,362-29.1% | $101,248-51.4% | $73,488-33.1% |
| Participation rate | 62.1% | 68.4%-6.2pp | 75.8%-13.7pp | 70.7%-8.5pp |
| Annual return | 13.92% | 18.46%-4.5pp | 46.47%-32.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,134 | $2,628-56.8% | $3,660-69.0% | $2,270-50.0% |
| Participant deferral / active EE | $2,812 | $3,300-14.8% | $4,370-35.7% | $3,740-24.8% |
| Admin fee / account holder | $3,456 | $704+391.3% | $5,945-41.9% | $513+573.7% |