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 | $42,353 | $89,355-52.6% | $141,162-70.0% | $72,985-42.0% |
| Participation rate | 56.5% | 75.1%-18.6pp | 82.5%-25.9pp | 69.5%-13.0pp |
| Annual return | 26.61% | 111.85%-85.2pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,394 | $3,114-55.2% | $4,735-70.5% | $2,440-42.8% |
| Participant deferral / active EE | $3,063 | $5,418-43.5% | $6,709-54.3% | $3,607-15.1% |
| Admin fee / account holder | $10,674 | $5,958+79.2% | $10,261+4.0% | $5,124+108.3% |