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 | $31,473 | $98,750-68.1% | $149,696-79.0% | $79,858-60.6% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 15.81% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $1,406 | $3,216-56.3% | $4,644-69.7% | $2,471-43.1% |
| Participant deferral / active EE | $3,194 | $5,680-43.8% | $6,842-53.3% | $3,740-14.6% |
| Admin fee / account holder | $336 | $6,053-94.5% | $9,309-96.4% | $5,306-93.7% |