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 | $28,205 | $85,202-66.9% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 63.3% | 70.1%-6.7pp | 82.6%-19.3pp | 69.5%-6.2pp |
| Annual return | 18.26% | 27.32%-9.1pp | 802.84%-784.6pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,064 | $3,324-68.0% | $5,143-79.3% | $2,440-56.4% |
| Participant deferral / active EE | $2,170 | $3,260-33.4% | $5,198-58.2% | $3,607-39.8% |
| Admin fee / account holder | $4,570 | $5,884-22.3% | $13,954-67.2% | $5,124-10.8% |