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 | $29,041 | $53,127-45.3% | $86,590-66.5% | $70,131-58.6% |
| Participation rate | 53.3% | 65.3%-12.0pp | 73.5%-20.2pp | 69.5%-16.2pp |
| Annual return | 13.31% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,036 | $2,068-49.9% | $2,839-63.5% | $2,342-55.8% |
| Participant deferral / active EE | $2,411 | $2,696-10.6% | $3,609-33.2% | $3,332-27.6% |
| Admin fee / account holder | $2,319 | $3,585-35.3% | $4,906-52.7% | $4,645-50.1% |