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 | $38,994 | $100,004-61.0% | $81,438-52.1% | $145,959-73.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 16.21% | 34.34%-18.1pp | 24.74%-8.5pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,048 | $2,970-64.7% | $2,460-57.4% | $4,661-77.5% |
| Participant deferral / active EE | $3,183 | $4,603-30.9% | $3,883-18.0% | $6,689-52.4% |
| Admin fee / account holder | $1,042 | $8,202-87.3% | $5,764-81.9% | $13,398-92.2% |