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 | $32,660 | $109,881-70.3% | $150,045-78.2% | $84,808-61.5% |
| Participation rate | 42.3% | 76.1%-33.8pp | 82.3%-40.0pp | 68.3%-26.0pp |
| Annual return | 21.17% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,530 | $3,561-57.0% | $4,693-67.4% | $2,631-41.8% |
| Participant deferral / active EE | $3,322 | $6,636-49.9% | $7,997-58.5% | $4,212-21.1% |
| Admin fee / account holder | $939 | $8,568-89.0% | $13,435-93.0% | $7,344-87.2% |