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 | $54,992 | $77,634-29.2% | $156,549-64.9% | $62,891-12.6% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 10.56% | 50.32%-39.8pp | 32.23%-21.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,945 | $3,444-43.5% | $5,501-64.6% | $2,281-14.7% |
| Participant deferral / active EE | $2,763 | $3,045-9.3% | $4,871-43.3% | $3,203-13.7% |
| Admin fee / account holder | $9,164 | $5,561+64.8% | $13,027-29.7% | $4,296+113.3% |