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 | $31,294 | $84,233-62.8% | $170,442-81.6% | $70,131-55.4% |
| Participation rate | 69.4% | 70.8%-1.4pp | 83.6%-14.2pp | 69.5%-0.1pp |
| Annual return | 19.70% | 23.06%-3.4pp | 205.93%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,477 | $3,387-56.4% | $5,433-72.8% | $2,342-36.9% |
| Participant deferral / active EE | $2,083 | $3,086-32.5% | $4,939-57.8% | $3,332-37.5% |
| Admin fee / account holder | $676 | $5,698-88.1% | $13,880-95.1% | $4,645-85.4% |