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 | $36,212 | $51,638-29.9% | $68,368-47.0% | $82,448-56.1% |
| Participation rate | 46.3% | 63.6%-17.3pp | 73.8%-27.4pp | 68.1%-21.8pp |
| Annual return | 36.91% | 37.53%-0.6pp | 292.57%-255.7pp | 41.64%-4.7pp |
| Employer contribution / active EE | $1,353 | $2,047-33.9% | $2,649-48.9% | $2,551-47.0% |
| Participant deferral / active EE | $2,818 | $2,914-3.3% | $4,123-31.6% | $4,139-31.9% |
| Admin fee / account holder | $4,767 | $4,643+2.7% | $5,150-7.4% | $7,234-34.1% |