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 | $35,718 | $124,281-71.3% | $109,143-67.3% | $167,490-78.7% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 14.34% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,305 | $4,207-69.0% | $3,722-64.9% | $4,837-73.0% |
| Participant deferral / active EE | $3,788 | $5,255-27.9% | $4,653-18.6% | $6,341-40.3% |
| Admin fee / account holder | $1,191 | $7,970-85.1% | $6,752-82.4% | $12,309-90.3% |