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 | $49,343 | $99,341-50.3% | $84,750-41.8% | $273,961-82.0% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 67.03% | 22.93%+44.1pp | 22.78%+44.2pp | 41.45%+25.6pp |
| Employer contribution / active EE | $1,043 | $4,214-75.3% | $3,574-70.8% | $4,869-78.6% |
| Participant deferral / active EE | $2,266 | $4,269-46.9% | $3,712-38.9% | $5,287-57.1% |
| Admin fee / account holder | $1,768 | $6,644-73.4% | $5,332-66.9% | $10,132-82.6% |