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 | $31,326 | $58,879-46.8% | $178,490-82.4% | $73,488-57.4% |
| Participation rate | 51.0% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.7pp |
| Annual return | 18.30% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,112 | $2,236-50.3% | $5,011-77.8% | $2,270-51.0% |
| Participant deferral / active EE | $2,132 | $2,567-17.0% | $5,202-59.0% | $3,740-43.0% |
| Admin fee / account holder | $4,232 | $400+957.3% | $13,984-69.7% | $513+724.9% |