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 | $39,158 | $99,652-60.7% | $78,778-50.3% | $147,584-73.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 15.56% | 47.28%-31.7pp | 35.62%-20.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $607 | $2,796-78.3% | $1,986-69.4% | $4,876-87.5% |
| Participant deferral / active EE | $1,409 | $3,664-61.5% | $2,958-52.4% | $5,439-74.1% |
| Admin fee / account holder | $4,136 | $7,155-42.2% | $5,134-19.4% | $10,885-62.0% |