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 | $59,960 | $165,912-63.9% | $122,332-51.0% | $147,584-59.4% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 14.12% | 34.55%-20.4pp | 30.27%-16.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,692 | $5,754-53.2% | $4,050-33.5% | $4,876-44.8% |
| Participant deferral / active EE | $135 | $4,005-96.6% | $3,287-95.9% | $5,439-97.5% |
| Admin fee / account holder | $1,163 | $7,424-84.3% | $5,478-78.8% | $10,885-89.3% |