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 | $36,486 | $116,175-68.6% | $93,606-61.0% | $152,861-76.1% |
| Participation rate | 61.1% | 78.0%-16.9pp | 75.8%-14.7pp | 82.4%-21.3pp |
| Annual return | 17.20% | 35.96%-18.8pp | 32.76%-15.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,431 | $3,218-55.5% | $2,718-47.4% | $4,762-70.0% |
| Participant deferral / active EE | $2,183 | $4,603-52.6% | $4,069-46.4% | $5,850-62.7% |
| Admin fee / account holder | $5,122 | $10,748-52.3% | $7,888-35.1% | $11,596-55.8% |