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 | $28,106 | $58,234-51.7% | $81,783-65.6% | $80,874-65.2% |
| Participation rate | 66.7% | 63.4%+3.2pp | 72.4%-5.7pp | 67.6%-1.0pp |
| Annual return | 12.56% | 41.70%-29.1pp | 775.05%-762.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,494 | $2,341-36.2% | $2,913-48.7% | $2,756-45.8% |
| Participant deferral / active EE | $3,317 | $3,283+1.1% | $4,320-23.2% | $4,297-22.8% |
| Admin fee / account holder | $1,822 | $4,982-63.4% | $7,380-75.3% | $6,935-73.7% |