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 | $26,283 | $63,861-58.8% | $104,607-74.9% | $79,858-67.1% |
| Participation rate | 68.2% | 64.9%+3.3pp | 74.1%-5.9pp | 69.6%-1.5pp |
| Annual return | 17.44% | 21.30%-3.9pp | 340.46%-323.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,066 | $1,588-32.9% | $2,681-60.3% | $2,471-56.9% |
| Participant deferral / active EE | $2,234 | $2,693-17.1% | $3,740-40.3% | $3,740-40.3% |
| Admin fee / account holder | $1,636 | $4,185-60.9% | $6,473-74.7% | $5,306-69.2% |