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 | $50,431 | $78,422-35.7% | $95,952-47.4% | $79,858-36.8% |
| Participation rate | 38.9% | 73.5%-34.6pp | 77.1%-38.2pp | 69.6%-30.7pp |
| Annual return | 12.15% | 19.37%-7.2pp | 91.61%-79.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,049 | $1,945-46.0% | $2,541-58.7% | $2,471-57.5% |
| Participant deferral / active EE | $1,937 | $3,440-43.7% | $4,167-53.5% | $3,740-48.2% |
| Admin fee / account holder | $2,207 | $5,622-60.7% | $6,795-67.5% | $5,306-58.4% |