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 | $44,535 | $85,766-48.1% | $136,294-67.3% | $70,131-36.5% |
| Participation rate | 35.6% | 74.2%-38.6pp | 81.9%-46.3pp | 69.5%-33.9pp |
| Annual return | 18.62% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,204 | $2,966-59.4% | $4,695-74.4% | $2,342-48.6% |
| Participant deferral / active EE | $3,164 | $5,051-37.4% | $6,247-49.4% | $3,332-5.0% |
| Admin fee / account holder | $4,743 | $5,420-12.5% | $9,243-48.7% | $4,645+2.1% |