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 | $24,234 | $96,484-74.9% | $75,886-68.1% | $152,861-84.1% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.3%-5.6pp | 82.4%-18.8pp |
| Annual return | 28.23% | 33.98%-5.8pp | 30.76%-2.5pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,544 | $3,309-53.3% | $2,500-38.2% | $4,762-67.6% |
| Participant deferral / active EE | $3,312 | $4,553-27.3% | $3,603-8.1% | $5,850-43.4% |
| Admin fee / account holder | $1,030 | $8,078-87.3% | $5,418-81.0% | $11,596-91.1% |