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 | $32,362 | $150,197-78.5% | $120,368-73.1% | $145,959-77.8% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 9.75% | 154.26%-144.5pp | 107.26%-97.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,387 | $4,350-68.1% | $3,465-60.0% | $4,661-70.2% |
| Participant deferral / active EE | $2,145 | $6,174-65.3% | $4,991-57.0% | $6,689-67.9% |
| Admin fee / account holder | $2,870 | $12,216-76.5% | $9,429-69.6% | $13,398-78.6% |