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 | $33,734 | $52,279-35.5% | $89,391-62.3% | $79,858-57.8% |
| Participation rate | 64.9% | 57.5%+7.4pp | 68.0%-3.1pp | 69.6%-4.7pp |
| Annual return | 15.13% | 22.16%-7.0pp | 245.62%-230.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,478 | $1,572-5.9% | $2,586-42.8% | $2,471-40.2% |
| Participant deferral / active EE | $3,397 | $2,740+24.0% | $3,890-12.7% | $3,740-9.2% |
| Admin fee / account holder | $1,055 | $3,356-68.6% | $4,881-78.4% | $5,306-80.1% |