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 | $38,181 | $114,381-66.6% | $107,525-64.5% | $142,382-73.2% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 18.32% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,859 | $4,015-53.7% | $3,754-50.5% | $4,299-56.8% |
| Participant deferral / active EE | $4,104 | $5,564-26.2% | $5,116-19.8% | $6,507-36.9% |
| Admin fee / account holder | $632 | $9,860-93.6% | $8,919-92.9% | $12,624-95.0% |