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 | $43,617 | $91,552-52.4% | $133,956-67.4% | $79,858-45.4% |
| Participation rate | 61.8% | 73.3%-11.6pp | 79.8%-18.1pp | 69.6%-7.9pp |
| Annual return | 16.36% | 61.85%-45.5pp | 45.09%-28.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,729 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $3,020 | $3,733-19.1% | $5,048-40.2% | $3,740-19.2% |
| Admin fee / account holder | $2,067 | $6,321-67.3% | $8,927-76.8% | $5,306-61.0% |