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 | $51,332 | $83,477-38.5% | $125,175-59.0% | $72,985-29.7% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-25.9pp | 69.5%-15.6pp |
| Annual return | 16.75% | 25.78%-9.0pp | 43.79%-27.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,026 | $2,345-56.2% | $3,865-73.5% | $2,440-57.9% |
| Participant deferral / active EE | $3,856 | $3,585+7.5% | $4,937-21.9% | $3,607+6.9% |
| Admin fee / account holder | $32,110 | $5,517+482.0% | $9,702+231.0% | $5,124+526.6% |