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 | $29,384 | $85,766-65.7% | $136,294-78.4% | $70,131-58.1% |
| Participation rate | 50.6% | 74.2%-23.6pp | 81.9%-31.3pp | 69.5%-19.0pp |
| Annual return | 14.78% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $913 | $2,966-69.2% | $4,695-80.6% | $2,342-61.0% |
| Participant deferral / active EE | $2,260 | $5,051-55.3% | $6,247-63.8% | $3,332-32.2% |
| Admin fee / account holder | $2,893 | $5,420-46.6% | $9,243-68.7% | $4,645-37.7% |