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 | $29,161 | $102,547-71.6% | $78,210-62.7% | $147,584-80.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 20.11% | 51.08%-31.0pp | 40.90%-20.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,276 | $2,617-51.3% | $2,034-37.3% | $4,876-73.8% |
| Participant deferral / active EE | $1,862 | $3,481-46.5% | $2,823-34.0% | $5,439-65.8% |
| Admin fee / account holder | $6,345 | $5,059+25.4% | $3,758+68.8% | $10,885-41.7% |