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 | $54,401 | $62,127-12.4% | $81,382-33.2% | $74,495-27.0% |
| Participation rate | 47.4% | 64.0%-16.7pp | 69.5%-22.1pp | 67.2%-19.8pp |
| Annual return | 12.27% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,315 | $1,882-30.1% | $2,463-46.6% | $2,623-49.8% |
| Participant deferral / active EE | $2,709 | $3,229-16.1% | $3,883-30.2% | $4,346-37.7% |
| Admin fee / account holder | $7,398 | $1,934+282.4% | $5,768+28.2% | $1,942+281.0% |