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 | $29,069 | $89,355-67.5% | $141,162-79.4% | $72,985-60.2% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 63.53% | 111.85%-48.3pp | 71.39%-7.9pp | 81.00%-17.5pp |
| Employer contribution / active EE | $1,972 | $3,114-36.7% | $4,735-58.3% | $2,440-19.2% |
| Participant deferral / active EE | $4,290 | $5,418-20.8% | $6,709-36.1% | $3,607+18.9% |
| Admin fee / account holder | $2,459 | $5,958-58.7% | $10,261-76.0% | $5,124-52.0% |