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 | $34,826 | $176,812-80.3% | $146,665-76.3% | $167,490-79.2% |
| Participation rate | 52.9% | 83.6%-30.7pp | 80.1%-27.1pp | 82.1%-29.2pp |
| Annual return | 19.23% | 24.03%-4.8pp | 22.74%-3.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,482 | $5,160-71.3% | $4,136-64.2% | $4,837-69.4% |
| Participant deferral / active EE | $2,408 | $6,440-62.6% | $5,506-56.3% | $6,341-62.0% |
| Admin fee / account holder | $12,238 | $13,259-7.7% | $10,280+19.1% | $12,309-0.6% |