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 | $62,658 | $89,355-29.9% | $141,162-55.6% | $72,985-14.1% |
| Participation rate | 42.6% | 75.1%-32.5pp | 82.5%-39.8pp | 69.5%-26.9pp |
| Annual return | 21.10% | 111.85%-90.8pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,268 | $3,114-59.3% | $4,735-73.2% | $2,440-48.0% |
| Participant deferral / active EE | $3,243 | $5,418-40.2% | $6,709-51.7% | $3,607-10.1% |
| Admin fee / account holder | $8,710 | $5,958+46.2% | $10,261-15.1% | $5,124+70.0% |