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 | $26,940 | $64,324-58.1% | $118,925-77.3% | $79,858-66.3% |
| Participation rate | 66.0% | 64.9%+1.1pp | 75.4%-9.4pp | 69.6%-3.7pp |
| Annual return | 10.36% | 86.45%-76.1pp | 35.88%-25.5pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,462 | $1,836-20.4% | $3,263-55.2% | $2,471-40.8% |
| Participant deferral / active EE | $2,205 | $2,824-21.9% | $4,265-48.3% | $3,740-41.0% |
| Admin fee / account holder | $8,404 | $4,040+108.0% | $6,581+27.7% | $5,306+58.4% |