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 | $37,116 | $99,918-62.9% | $81,382-54.4% | $145,922-74.6% |
| Participation rate | 63.6% | 74.2%-10.5pp | 69.5%-5.8pp | 80.3%-16.6pp |
| Annual return | 33.37% | 34.32%-0.9pp | 24.73%+8.6pp | 561.29%-527.9pp |
| Employer contribution / active EE | $1,934 | $2,978-35.0% | $2,463-21.5% | $4,660-58.5% |
| Participant deferral / active EE | $5,456 | $4,605+18.5% | $3,883+40.5% | $6,688-18.4% |
| Admin fee / account holder | $4,664 | $8,212-43.2% | $5,768-19.1% | $13,397-65.2% |