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 | $31,195 | $114,381-72.7% | $107,525-71.0% | $142,382-78.1% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 19.51% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,014 | $4,015-74.8% | $3,754-73.0% | $4,299-76.4% |
| Participant deferral / active EE | $2,819 | $5,564-49.3% | $5,116-44.9% | $6,507-56.7% |
| Admin fee / account holder | $654 | $9,860-93.4% | $8,919-92.7% | $12,624-94.8% |