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 | $28,090 | $140,940-80.1% | $112,229-75.0% | $139,434-79.9% |
| Participation rate | 64.3% | 79.2%-14.9pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 15.97% | 32.71%-16.7pp | 30.20%-14.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,449 | $4,283-66.2% | $3,430-57.8% | $4,751-69.5% |
| Participant deferral / active EE | $2,007 | $5,874-65.8% | $4,798-58.2% | $6,710-70.1% |
| Admin fee / account holder | $3,691 | $9,954-62.9% | $7,748-52.4% | $11,403-67.6% |