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 | $7,672 | $110,261-93.0% | $95,745-92.0% | $139,434-94.5% |
| Participation rate | 69.6% | 75.8%-6.2pp | 72.3%-2.7pp | 80.3%-10.8pp |
| Annual return | 20.20% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,119 | $3,257-65.7% | $2,835-60.5% | $4,751-76.5% |
| Participant deferral / active EE | $2,744 | $4,676-41.3% | $4,245-35.4% | $6,710-59.1% |
| Admin fee / account holder | $1,151 | $6,613-82.6% | $5,678-79.7% | $11,403-89.9% |