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 | $43,552 | $84,556-48.5% | $116,228-62.5% | $74,304-41.4% |
| Participation rate | 57.1% | 66.0%-8.9pp | 74.6%-17.4pp | 60.3%-3.2pp |
| Annual return | 17.51% | 18.35%-0.8pp | 90.06%-72.6pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,361 | $2,168-37.2% | $2,994-54.5% | $2,241-39.3% |
| Participant deferral / active EE | $2,900 | $3,814-24.0% | $4,953-41.4% | $3,767-23.0% |
| Admin fee / account holder | $10,178 | $3,792+168.4% | $11,989-15.1% | $2,969+242.8% |