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 | $36,080 | $70,669-48.9% | $169,368-78.7% | $75,163-52.0% |
| Participation rate | 53.6% | 64.8%-11.2pp | 77.1%-23.5pp | 67.2%-13.6pp |
| Annual return | 15.89% | 36.36%-20.5pp | 405.60%-389.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,092 | $2,211-50.6% | $4,013-72.8% | $2,670-59.1% |
| Participant deferral / active EE | $1,952 | $4,311-54.7% | $6,221-68.6% | $4,125-52.7% |
| Admin fee / account holder | $2,261 | $5,402-58.1% | $9,003-74.9% | $5,651-60.0% |