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 | $84,204 | $152,587-44.8% | $125,175-32.7% | $152,861-44.9% |
| Participation rate | 16.7% | 83.3%-66.7pp | 79.8%-63.1pp | 82.4%-65.8pp |
| Annual return | 22.58% | 54.84%-32.3pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,134 | $4,946-77.1% | $3,865-70.7% | $4,762-76.2% |
| Participant deferral / active EE | $3,780 | $5,868-35.6% | $4,937-23.4% | $5,850-35.4% |
| Admin fee / account holder | $1,155 | $13,434-91.4% | $9,702-88.1% | $11,596-90.0% |