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 | $30,539 | $101,069-69.8% | $81,478-62.5% | $147,584-79.3% |
| Participation rate | 38.5% | 74.5%-36.0pp | 68.0%-29.5pp | 82.8%-44.4pp |
| Annual return | 16.99% | 32.40%-15.4pp | 38.78%-21.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,907 | $3,205-40.5% | $2,568-25.7% | $4,876-60.9% |
| Participant deferral / active EE | $2,804 | $4,242-33.9% | $3,537-20.7% | $5,439-48.4% |
| Admin fee / account holder | $422 | $5,812-92.7% | $4,561-90.8% | $10,885-96.1% |