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 | $82,045 | $118,450-30.7% | $98,439-16.7% | $139,434-41.2% |
| Participation rate | 33.3% | 77.4%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 19.33% | 18.94%+0.4pp | 21.16%-1.8pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,606 | $3,609-55.5% | $3,048-47.3% | $4,751-66.2% |
| Participant deferral / active EE | $3,149 | $5,392-41.6% | $4,738-33.5% | $6,710-53.1% |
| Admin fee / account holder | $1,564 | $14,026-88.9% | $8,948-82.5% | $11,403-86.3% |