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 | $54,681 | $98,240-44.3% | $82,313-33.6% | $147,584-62.9% |
| Participation rate | 60.9% | 79.7%-18.9pp | 76.9%-16.0pp | 82.8%-22.0pp |
| Annual return | 20.12% | 30.85%-10.7pp | 25.88%-5.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,068 | $3,192-35.2% | $2,428-14.8% | $4,876-57.6% |
| Participant deferral / active EE | $3,740 | $4,383-14.7% | $3,706+0.9% | $5,439-31.2% |
| Admin fee / account holder | $6,795 | $8,563-20.7% | $5,608+21.2% | $10,885-37.6% |