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 | $41,390 | $77,419-46.5% | $69,455-40.4% | $152,861-72.9% |
| Participation rate | 52.4% | 78.1%-25.7pp | 74.6%-22.2pp | 82.4%-30.1pp |
| Annual return | 23.98% | 39.06%-15.1pp | 28.97%-5.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,843 | $3,315-44.4% | $2,779-33.7% | $4,762-61.3% |
| Participant deferral / active EE | $3,380 | $4,414-23.4% | $3,535-4.4% | $5,850-42.2% |
| Admin fee / account holder | $980 | $6,207-84.2% | $3,839-74.5% | $11,596-91.5% |