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 | $52,657 | $60,022-12.3% | $88,946-40.8% | $84,808-37.9% |
| Participation rate | 44.0% | 57.8%-13.8pp | 68.8%-24.8pp | 68.3%-24.3pp |
| Annual return | 14.39% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,131 | $1,703-33.6% | $2,555-55.7% | $2,631-57.0% |
| Participant deferral / active EE | $2,073 | $3,114-33.4% | $4,581-54.7% | $4,212-50.8% |
| Admin fee / account holder | $44,716 | $4,811+829.5% | $8,261+441.3% | $7,344+508.9% |