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 | $82,096 | $154,365-46.8% | $130,231-37.0% | $139,434-41.1% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.3%-26.3pp | 80.3%-30.3pp |
| Annual return | 19.48% | 30.34%-10.9pp | 38.77%-19.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,010 | $5,170-80.5% | $4,126-75.5% | $4,751-78.7% |
| Participant deferral / active EE | $2,091 | $8,498-75.4% | $6,799-69.2% | $6,710-68.8% |
| Admin fee / account holder | $877 | $9,214-90.5% | $6,020-85.4% | $11,403-92.3% |