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 | $24,961 | $89,355-72.1% | $141,162-82.3% | $72,985-65.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 31.13% | 111.85%-80.7pp | 71.39%-40.3pp | 81.00%-49.9pp |
| Employer contribution / active EE | $1,684 | $3,114-45.9% | $4,735-64.4% | $2,440-31.0% |
| Participant deferral / active EE | $4,482 | $5,418-17.3% | $6,709-33.2% | $3,607+24.2% |
| Admin fee / account holder | $652 | $5,958-89.1% | $10,261-93.6% | $5,124-87.3% |