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 | $46,021 | $102,616-55.2% | $81,983-43.9% | $158,922-71.0% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 15.68% | 61.04%-45.4pp | 41.31%-25.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,476 | $3,240-54.4% | $2,498-40.9% | $4,761-69.0% |
| Participant deferral / active EE | $2,171 | $4,648-53.3% | $3,722-41.7% | $5,982-63.7% |
| Admin fee / account holder | $5,058 | $8,235-38.6% | $5,664-10.7% | $11,246-55.0% |