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 | $35,421 | $76,000-53.4% | $154,107-77.0% | $64,186-44.8% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | 5.46% | 30.32%-24.9pp | 735.12%-729.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $2,114 | $3,351-36.9% | $5,298-60.1% | $2,381-11.2% |
| Participant deferral / active EE | $4,425 | $3,175+39.4% | $5,081-12.9% | $3,470+27.5% |
| Admin fee / account holder | $2,178 | $5,596-61.1% | $13,411-83.8% | $4,888-55.4% |