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 | $32,498 | $79,449-59.1% | $189,557-82.9% | $85,850-62.1% |
| Participation rate | 42.1% | 66.0%-23.9pp | 78.4%-36.3pp | 69.3%-27.2pp |
| Annual return | 12.37% | 18.45%-6.1pp | 64.17%-51.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,260 | $2,081-39.5% | $4,412-71.5% | $2,565-50.9% |
| Participant deferral / active EE | $2,772 | $4,051-31.6% | $6,174-55.1% | $3,952-29.9% |
| Admin fee / account holder | $4,395 | $5,377-18.3% | $9,807-55.2% | $6,260-29.8% |