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 | $24,291 | $102,547-76.3% | $78,210-68.9% | $147,584-83.5% |
| Participation rate | 53.8% | 74.4%-20.6pp | 68.7%-14.9pp | 82.8%-29.0pp |
| Annual return | 17.34% | 51.08%-33.7pp | 40.90%-23.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,027 | $2,617-60.7% | $2,034-49.5% | $4,876-78.9% |
| Participant deferral / active EE | $1,331 | $3,481-61.8% | $2,823-52.9% | $5,439-75.5% |
| Admin fee / account holder | $2,690 | $5,059-46.8% | $3,758-28.4% | $10,885-75.3% |