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 | $41,499 | $165,335-74.9% | $149,696-72.3% | $158,922-73.9% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 22.31% | 348.15%-325.8pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,510 | $5,103-70.4% | $4,644-67.5% | $4,761-68.3% |
| Participant deferral / active EE | $4,274 | $7,181-40.5% | $6,842-37.5% | $5,982-28.6% |
| Admin fee / account holder | $9,559 | $10,807-11.5% | $9,309+2.7% | $11,246-15.0% |