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 | $38,090 | $95,266-60.0% | $82,389-53.8% | $142,382-73.2% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.5%-11.2pp | 80.1%-21.8pp |
| Annual return | 12.20% | 25.74%-13.5pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,324 | $2,991-55.7% | $2,517-47.4% | $4,299-69.2% |
| Participant deferral / active EE | $2,680 | $4,809-44.3% | $4,155-35.5% | $6,507-58.8% |
| Admin fee / account holder | $13,881 | $8,563+62.1% | $7,231+92.0% | $12,624+10.0% |