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 | $43,797 | $73,933-40.8% | $96,683-54.7% | $75,163-41.7% |
| Participation rate | 35.3% | 66.4%-31.1pp | 74.3%-39.0pp | 67.2%-31.9pp |
| Annual return | 74.36% | 26.70%+47.7pp | 35.69%+38.7pp | 160.62%-86.3pp |
| Employer contribution / active EE | $873 | $2,928-70.2% | $3,737-76.6% | $2,670-67.3% |
| Participant deferral / active EE | $2,576 | $3,659-29.6% | $4,878-47.2% | $4,125-37.6% |
| Admin fee / account holder | $4,615 | $5,216-11.5% | $6,730-31.4% | $5,651-18.3% |