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 | $45,484 | $103,376-56.0% | $87,100-47.8% | $152,861-70.2% |
| Participation rate | 69.6% | 79.3%-9.8pp | 76.9%-7.3pp | 82.4%-12.9pp |
| Annual return | 13.28% | 28.10%-14.8pp | 28.19%-14.9pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,256 | $3,220-61.0% | $2,521-50.2% | $4,762-73.6% |
| Participant deferral / active EE | $4,519 | $4,778-5.4% | $4,049+11.6% | $5,850-22.8% |
| Admin fee / account holder | $1,632 | $12,205-86.6% | $7,497-78.2% | $11,596-85.9% |