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 | $27,988 | $107,334-73.9% | $92,893-69.9% | $152,861-81.7% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 22.22% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,613 | $4,221-61.8% | $3,653-55.8% | $4,762-66.1% |
| Participant deferral / active EE | $3,250 | $4,845-32.9% | $4,236-23.3% | $5,850-44.5% |
| Admin fee / account holder | $395 | $7,079-94.4% | $5,794-93.2% | $11,596-96.6% |