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 | $38,680 | $152,587-74.7% | $125,175-69.1% | $152,861-74.7% |
| Participation rate | 60.9% | 83.3%-22.5pp | 79.8%-18.9pp | 82.4%-21.6pp |
| Annual return | 20.13% | 54.84%-34.7pp | 43.79%-23.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,704 | $4,946-65.6% | $3,865-55.9% | $4,762-64.2% |
| Participant deferral / active EE | $3,250 | $5,868-44.6% | $4,937-34.2% | $5,850-44.4% |
| Admin fee / account holder | $1,229 | $13,434-90.9% | $9,702-87.3% | $11,596-89.4% |