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 | $50,918 | $103,376-50.7% | $87,100-41.5% | $152,861-66.7% |
| Participation rate | 60.9% | 79.3%-18.5pp | 76.9%-16.0pp | 82.4%-21.6pp |
| Annual return | 16.78% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,651 | $3,220-48.7% | $2,521-34.5% | $4,762-65.3% |
| Participant deferral / active EE | $3,348 | $4,778-29.9% | $4,049-17.3% | $5,850-42.8% |
| Admin fee / account holder | $3,572 | $12,205-70.7% | $7,497-52.4% | $11,596-69.2% |