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 | $25,966 | $95,416-72.8% | $185,823-86.0% | $85,850-69.8% |
| Participation rate | 66.7% | 68.8%-2.1pp | 81.7%-15.0pp | 69.3%-2.6pp |
| Annual return | 16.95% | 23.59%-6.6pp | 122.05%-105.1pp | 318.53%-301.6pp |
| Employer contribution / active EE | $1,918 | $3,314-42.1% | $5,167-62.9% | $2,565-25.2% |
| Participant deferral / active EE | $3,568 | $3,423+4.2% | $5,568-35.9% | $3,952-9.7% |
| Admin fee / account holder | $3,298 | $7,213-54.3% | $16,237-79.7% | $6,260-47.3% |