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 | $34,004 | $118,450-71.3% | $98,439-65.5% | $139,434-75.6% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 20.89% | 18.94%+2.0pp | 21.16%-0.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,132 | $3,609-68.6% | $3,048-62.9% | $4,751-76.2% |
| Participant deferral / active EE | $3,966 | $5,392-26.4% | $4,738-16.3% | $6,710-40.9% |
| Admin fee / account holder | $1,312 | $14,026-90.6% | $8,948-85.3% | $11,403-88.5% |