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 | $24,318 | $157,256-84.5% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 20.01% | 64.32%-44.3pp | 71.39%-51.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,082 | $5,261-60.4% | $4,735-56.0% | $4,762-56.3% |
| Participant deferral / active EE | $4,339 | $7,109-39.0% | $6,709-35.3% | $5,850-25.8% |
| Admin fee / account holder | $3,910 | $12,120-67.7% | $10,261-61.9% | $11,596-66.3% |