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 | $34,717 | $106,515-67.4% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.0pp |
| Annual return | 23.08% | 38.43%-15.3pp | 35.69%-12.6pp | 372.94%-349.9pp |
| Employer contribution / active EE | $10,292 | $4,103+150.9% | $3,737+175.4% | $4,751+116.6% |
| Participant deferral / active EE | $2,077 | $5,454-61.9% | $4,878-57.4% | $6,710-69.0% |
| Admin fee / account holder | $2,664 | $7,877-66.2% | $6,730-60.4% | $11,403-76.6% |