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 | $35,277 | $152,587-76.9% | $125,175-71.8% | $152,861-76.9% |
| Participation rate | 47.8% | 83.3%-35.5pp | 79.8%-32.0pp | 82.4%-34.6pp |
| Annual return | 26.87% | 54.84%-28.0pp | 43.79%-16.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,730 | $4,946-44.8% | $3,865-29.4% | $4,762-42.7% |
| Participant deferral / active EE | $4,815 | $5,868-17.9% | $4,937-2.5% | $5,850-17.7% |
| Admin fee / account holder | $4,839 | $13,434-64.0% | $9,702-50.1% | $11,596-58.3% |