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 | $45,267 | $165,912-72.7% | $122,332-63.0% | $147,584-69.3% |
| Participation rate | 64.7% | 79.6%-14.9pp | 71.6%-6.9pp | 82.8%-18.1pp |
| Annual return | 17.54% | 34.55%-17.0pp | 30.27%-12.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,612 | $5,754-72.0% | $4,050-60.2% | $4,876-66.9% |
| Participant deferral / active EE | $2,341 | $4,005-41.6% | $3,287-28.8% | $5,439-57.0% |
| Admin fee / account holder | $1,382 | $7,424-81.4% | $5,478-74.8% | $10,885-87.3% |