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 | $37,946 | $98,750-61.6% | $149,696-74.7% | $79,858-52.5% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 23.66% | 27.43%-3.8pp | 276.60%-252.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,855 | $3,216-42.3% | $4,644-60.0% | $2,471-24.9% |
| Participant deferral / active EE | $4,156 | $5,680-26.8% | $6,842-39.3% | $3,740+11.1% |
| Admin fee / account holder | $2,525 | $6,053-58.3% | $9,309-72.9% | $5,306-52.4% |