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 | $26,279 | $176,377-85.1% | $134,143-80.4% | $158,922-83.5% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 15.35% | 63.63%-48.3pp | 36.33%-21.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,251 | $5,040-75.2% | $3,704-66.2% | $4,761-73.7% |
| Participant deferral / active EE | $2,974 | $4,091-27.3% | $3,499-15.0% | $5,982-50.3% |
| Admin fee / account holder | $875 | $8,718-90.0% | $6,684-86.9% | $11,246-92.2% |