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 | $28,140 | $124,281-77.4% | $109,143-74.2% | $167,490-83.2% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 14.37% | 26.04%-11.7pp | 25.75%-11.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,686 | $4,207-59.9% | $3,722-54.7% | $4,837-65.1% |
| Participant deferral / active EE | $3,534 | $5,255-32.7% | $4,653-24.0% | $6,341-44.3% |
| Admin fee / account holder | $5,188 | $7,970-34.9% | $6,752-23.2% | $12,309-57.9% |