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 | $33,534 | $165,335-79.7% | $149,696-77.6% | $158,922-78.9% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 23.46% | 348.15%-324.7pp | 276.60%-253.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,436 | $5,103-71.9% | $4,644-69.1% | $4,761-69.8% |
| Participant deferral / active EE | $3,085 | $7,181-57.0% | $6,842-54.9% | $5,982-48.4% |
| Admin fee / account holder | $6,118 | $10,807-43.4% | $9,309-34.3% | $11,246-45.6% |