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 | $34,582 | $115,882-70.2% | $100,516-65.6% | $158,922-78.2% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.8pp | 82.0%-26.4pp |
| Annual return | 29.08% | 34.79%-5.7pp | 30.89%-1.8pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,661 | $4,103-59.5% | $3,418-51.4% | $4,761-65.1% |
| Participant deferral / active EE | $3,194 | $6,674-52.2% | $6,270-49.1% | $5,982-46.6% |
| Admin fee / account holder | $751 | $10,995-93.2% | $8,081-90.7% | $11,246-93.3% |