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 | $36,641 | $61,272-40.2% | $149,673-75.5% | $71,457-48.7% |
| Participation rate | 47.2% | 62.5%-15.3pp | 78.8%-31.6pp | 67.9%-20.8pp |
| Annual return | 13.58% | 35.85%-22.3pp | 134.42%-120.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,292 | $2,378-45.7% | $4,818-73.2% | $2,588-50.1% |
| Participant deferral / active EE | $2,191 | $2,917-24.9% | $5,680-61.4% | $4,289-48.9% |
| Admin fee / account holder | $19,141 | $1,261+1417.5% | $13,210+44.9% | $1,587+1105.9% |