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 | $36,029 | $152,587-76.4% | $125,175-71.2% | $152,861-76.4% |
| Participation rate | 58.8% | 83.3%-24.5pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 22.39% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,395 | $4,946-51.6% | $3,865-38.0% | $4,762-49.7% |
| Participant deferral / active EE | $3,296 | $5,868-43.8% | $4,937-33.2% | $5,850-43.7% |
| Admin fee / account holder | $2,296 | $13,434-82.9% | $9,702-76.3% | $11,596-80.2% |