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 | $38,731 | $85,766-54.8% | $136,294-71.6% | $70,131-44.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 16.74% | 31.45%-14.7pp | 5155.94%-5139.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,820 | $2,966-38.7% | $4,695-61.2% | $2,342-22.3% |
| Participant deferral / active EE | $3,577 | $5,051-29.2% | $6,247-42.7% | $3,332+7.4% |
| Admin fee / account holder | $3,408 | $5,420-37.1% | $9,243-63.1% | $4,645-26.6% |