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 | $38,793 | $56,114-30.9% | $96,139-59.6% | $85,850-54.8% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 18.20% | 42.30%-24.1pp | 191.94%-173.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,239 | $1,620-23.5% | $2,797-55.7% | $2,565-51.7% |
| Participant deferral / active EE | $3,037 | $2,859+6.2% | $4,349-30.2% | $3,952-23.1% |
| Admin fee / account holder | $616 | $3,768-83.7% | $5,537-88.9% | $6,260-90.2% |