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 | $6,903 | $104,974-93.4% | $95,585-92.8% | $142,382-95.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 23.98% | 210.33%-186.3pp | 38.56%-14.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,302 | $2,779-53.2% | $2,527-48.5% | $4,299-69.7% |
| Participant deferral / active EE | $2,236 | $4,352-48.6% | $4,023-44.4% | $6,507-65.6% |
| Admin fee / account holder | $2,496 | $6,386-60.9% | $6,127-59.3% | $12,624-80.2% |