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 | $66,783 | $162,781-59.0% | $133,956-50.1% | $158,922-58.0% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 27.09% | 41.94%-14.9pp | 45.09%-18.0pp | 302.83%-275.7pp |
| Employer contribution / active EE | $1,509 | $4,975-69.7% | $3,919-61.5% | $4,761-68.3% |
| Participant deferral / active EE | $3,737 | $5,911-36.8% | $5,048-26.0% | $5,982-37.5% |
| Admin fee / account holder | $510 | $11,736-95.7% | $8,927-94.3% | $11,246-95.5% |