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 | $23,046 | $103,376-77.7% | $87,100-73.5% | $152,861-84.9% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.9%-33.1pp | 82.4%-38.7pp |
| Annual return | 18.23% | 28.10%-9.9pp | 28.19%-10.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,267 | $3,220-60.7% | $2,521-49.7% | $4,762-73.4% |
| Participant deferral / active EE | $3,284 | $4,778-31.3% | $4,049-18.9% | $5,850-43.9% |
| Admin fee / account holder | $1,382 | $12,205-88.7% | $7,497-81.6% | $11,596-88.1% |