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 | $39,004 | $105,859-63.2% | $90,160-56.7% | $147,584-73.6% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 19.24% | 37.63%-18.4pp | 34.88%-15.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,617 | $4,126-60.8% | $3,318-51.3% | $4,876-66.8% |
| Participant deferral / active EE | $2,324 | $5,733-59.5% | $5,288-56.0% | $5,439-57.3% |
| Admin fee / account holder | $2,094 | $8,046-74.0% | $5,943-64.8% | $10,885-80.8% |