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 | $41,840 | $89,355-53.2% | $141,162-70.4% | $72,985-42.7% |
| Participation rate | 64.7% | 75.1%-10.4pp | 82.5%-17.8pp | 69.5%-4.8pp |
| Annual return | 27.51% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $2,372 | $3,114-23.8% | $4,735-49.9% | $2,440-2.8% |
| Participant deferral / active EE | $3,967 | $5,418-26.8% | $6,709-40.9% | $3,607+10.0% |
| Admin fee / account holder | $2,474 | $5,958-58.5% | $10,261-75.9% | $5,124-51.7% |