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 | $41,450 | $86,286-52.0% | $111,297-62.8% | $85,850-51.7% |
| Participation rate | 64.8% | 73.3%-8.5pp | 77.3%-12.5pp | 69.3%-4.5pp |
| Annual return | 13.76% | 19.99%-6.2pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,030 | $2,043-49.6% | $2,731-62.3% | $2,565-59.8% |
| Participant deferral / active EE | $4,234 | $3,641+16.3% | $4,487-5.6% | $3,952+7.1% |
| Admin fee / account holder | $1,191 | $8,188-85.5% | $7,964-85.0% | $6,260-81.0% |