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 | $21,589 | $53,127-59.4% | $86,590-75.1% | $70,131-69.2% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 35.48% | 27.66%+7.8pp | 964.84%-929.4pp | 73.14%-37.7pp |
| Employer contribution / active EE | $1,430 | $2,068-30.9% | $2,839-49.6% | $2,342-39.0% |
| Participant deferral / active EE | $2,363 | $2,696-12.4% | $3,609-34.5% | $3,332-29.1% |
| Admin fee / account holder | $1,015 | $3,585-71.7% | $4,906-79.3% | $4,645-78.2% |