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 | $19,898 | $85,202-76.6% | $172,739-88.5% | $72,985-72.7% |
| Participation rate | 68.6% | 70.1%-1.5pp | 82.6%-14.1pp | 69.5%-0.9pp |
| Annual return | 23.99% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,148 | $3,324-65.5% | $5,143-77.7% | $2,440-53.0% |
| Participant deferral / active EE | $1,720 | $3,260-47.2% | $5,198-66.9% | $3,607-52.3% |
| Admin fee / account holder | $2,638 | $5,884-55.2% | $13,954-81.1% | $5,124-48.5% |