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 | $29,760 | $98,750-69.9% | $149,696-80.1% | $79,858-62.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.6%-4.5pp |
| Annual return | 21.21% | 27.43%-6.2pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,492 | $3,216-53.6% | $4,644-67.9% | $2,471-39.6% |
| Participant deferral / active EE | $3,248 | $5,680-42.8% | $6,842-52.5% | $3,740-13.2% |
| Admin fee / account holder | $698 | $6,053-88.5% | $9,309-92.5% | $5,306-86.9% |