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 | $36,845 | $87,870-58.1% | $113,168-67.4% | $74,304-50.4% |
| Participation rate | 45.8% | 70.7%-25.0pp | 76.6%-30.8pp | 60.3%-14.6pp |
| Annual return | 40.54% | 26.44%+14.1pp | 24.27%+16.3pp | 29.43%+11.1pp |
| Employer contribution / active EE | $1,154 | $2,277-49.3% | $2,975-61.2% | $2,241-48.5% |
| Participant deferral / active EE | $2,770 | $4,241-34.7% | $5,107-45.8% | $3,767-26.5% |
| Admin fee / account holder | $2,447 | $3,368-27.3% | $12,068-79.7% | $2,969-17.6% |