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 | $26,345 | $98,240-73.2% | $82,313-68.0% | $147,584-82.1% |
| Participation rate | 55.0% | 79.7%-24.7pp | 76.9%-21.9pp | 82.8%-27.8pp |
| Annual return | 11.49% | 30.85%-19.4pp | 25.88%-14.4pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,364 | $3,192-57.3% | $2,428-43.8% | $4,876-72.0% |
| Participant deferral / active EE | $4,387 | $4,383+0.1% | $3,706+18.4% | $5,439-19.3% |
| Admin fee / account holder | $2,099 | $8,563-75.5% | $5,608-62.6% | $10,885-80.7% |