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 | $31,428 | $78,705-60.1% | $117,854-73.3% | $70,131-55.2% |
| Participation rate | 66.7% | 73.2%-6.5pp | 79.7%-13.0pp | 69.5%-2.9pp |
| Annual return | 26.88% | 23.30%+3.6pp | 335.08%-308.2pp | 73.14%-46.3pp |
| Employer contribution / active EE | $1,778 | $2,223-20.0% | $3,786-53.0% | $2,342-24.1% |
| Participant deferral / active EE | $3,509 | $3,297+6.4% | $4,482-21.7% | $3,332+5.3% |
| Admin fee / account holder | $1,112 | $5,065-78.1% | $8,020-86.1% | $4,645-76.1% |