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 | $34,585 | $73,933-53.2% | $96,683-64.2% | $75,163-54.0% |
| Participation rate | 61.5% | 66.4%-4.9pp | 74.3%-12.8pp | 67.2%-5.7pp |
| Annual return | 31.24% | 26.70%+4.5pp | 35.69%-4.5pp | 160.62%-129.4pp |
| Employer contribution / active EE | $1,421 | $2,928-51.5% | $3,737-62.0% | $2,670-46.8% |
| Participant deferral / active EE | $2,785 | $3,659-23.9% | $4,878-42.9% | $4,125-32.5% |
| Admin fee / account holder | $382 | $5,216-92.7% | $6,730-94.3% | $5,651-93.2% |