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 | $34,684 | $110,261-68.5% | $95,745-63.8% | $139,434-75.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.47% | 27.11%-5.6pp | 28.35%-6.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,464 | $3,257-55.0% | $2,835-48.3% | $4,751-69.2% |
| Participant deferral / active EE | $3,155 | $4,676-32.5% | $4,245-25.7% | $6,710-53.0% |
| Admin fee / account holder | $310 | $6,613-95.3% | $5,678-94.5% | $11,403-97.3% |