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 | $32,150 | $78,705-59.2% | $117,854-72.7% | $70,131-54.2% |
| Participation rate | 55.2% | 73.2%-18.0pp | 79.7%-24.5pp | 69.5%-14.4pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,048 | $2,223-52.9% | $3,786-72.3% | $2,342-55.3% |
| Participant deferral / active EE | $2,534 | $3,297-23.2% | $4,482-43.5% | $3,332-24.0% |
| Admin fee / account holder | $1,729 | $5,065-65.9% | $8,020-78.4% | $4,645-62.8% |