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 | $36,896 | $78,672-53.1% | $109,143-66.2% | $85,850-57.0% |
| Participation rate | 64.0% | 68.3%-4.3pp | 75.9%-11.9pp | 69.3%-5.3pp |
| Annual return | 16.07% | 25.09%-9.0pp | 25.75%-9.7pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,636 | $2,735-40.2% | $3,722-56.0% | $2,565-36.2% |
| Participant deferral / active EE | $2,869 | $3,467-17.2% | $4,653-38.3% | $3,952-27.4% |
| Admin fee / account holder | $391 | $5,469-92.8% | $6,752-94.2% | $6,260-93.7% |