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 | $34,696 | $111,814-69.0% | $103,374-66.4% | $145,959-76.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.00% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,386 | $4,214-67.1% | $3,869-64.2% | $4,661-70.3% |
| Participant deferral / active EE | $2,585 | $5,618-54.0% | $5,058-48.9% | $6,689-61.4% |
| Admin fee / account holder | $2,534 | $9,754-74.0% | $8,394-69.8% | $13,398-81.1% |