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 | $36,686 | $115,708-68.3% | $65,255-43.8% | $139,434-73.7% |
| Participation rate | 60.0% | 67.8%-7.8pp | 65.0%-5.0pp | 80.3%-20.3pp |
| Annual return | 18.49% | 31.19%-12.7pp | 47.35%-28.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,162 | $2,599-16.8% | $1,691+27.8% | $4,751-54.5% |
| Participant deferral / active EE | $3,296 | $4,240-22.3% | $2,831+16.4% | $6,710-50.9% |
| Admin fee / account holder | $1,066 | $6,698-84.1% | $4,112-74.1% | $11,403-90.7% |