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 | $73,091 | $99,985-26.9% | $146,665-50.2% | $85,850-14.9% |
| Participation rate | 48.8% | 73.1%-24.2pp | 80.1%-31.3pp | 69.3%-20.5pp |
| Annual return | 13.17% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,258 | $2,559-50.8% | $4,136-69.6% | $2,565-51.0% |
| Participant deferral / active EE | $2,587 | $4,006-35.4% | $5,506-53.0% | $3,952-34.5% |
| Admin fee / account holder | $2,358 | $7,702-69.4% | $10,280-77.1% | $6,260-62.3% |