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 | $26,611 | $110,261-75.9% | $95,745-72.2% | $139,434-80.9% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 19.71% | 27.11%-7.4pp | 28.35%-8.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,123 | $3,257-65.5% | $2,835-60.4% | $4,751-76.4% |
| Participant deferral / active EE | $2,470 | $4,676-47.2% | $4,245-41.8% | $6,710-63.2% |
| Admin fee / account holder | $4,569 | $6,613-30.9% | $5,678-19.5% | $11,403-59.9% |