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 | $23,826 | $53,127-55.2% | $86,590-72.5% | $70,131-66.0% |
| Participation rate | 64.3% | 65.3%-1.0pp | 73.5%-9.3pp | 69.5%-5.3pp |
| Annual return | 20.79% | 27.66%-6.9pp | 964.84%-944.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,519 | $2,068-26.5% | $2,839-46.5% | $2,342-35.1% |
| Participant deferral / active EE | $3,226 | $2,696+19.7% | $3,609-10.6% | $3,332-3.2% |
| Admin fee / account holder | $1,771 | $3,585-50.6% | $4,906-63.9% | $4,645-61.9% |