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 | $36,383 | $176,812-79.4% | $146,665-75.2% | $167,490-78.3% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 13.75% | 24.03%-10.3pp | 22.74%-9.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,266 | $5,160-75.5% | $4,136-69.4% | $4,837-73.8% |
| Participant deferral / active EE | $5,823 | $6,440-9.6% | $5,506+5.8% | $6,341-8.2% |
| Admin fee / account holder | $1,749 | $13,259-86.8% | $10,280-83.0% | $12,309-85.8% |