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 | $32,902 | $152,587-78.4% | $125,175-73.7% | $152,861-78.5% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.4%-24.1pp |
| Annual return | 21.52% | 54.84%-33.3pp | 43.79%-22.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,647 | $4,946-66.7% | $3,865-57.4% | $4,762-65.4% |
| Participant deferral / active EE | $2,991 | $5,868-49.0% | $4,937-39.4% | $5,850-48.9% |
| Admin fee / account holder | $388 | $13,434-97.1% | $9,702-96.0% | $11,596-96.7% |