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 | $41,483 | $91,552-54.7% | $133,956-69.0% | $79,858-48.1% |
| Participation rate | 67.3% | 73.3%-6.1pp | 79.8%-12.6pp | 69.6%-2.4pp |
| Annual return | 27.51% | 61.85%-34.3pp | 45.09%-17.6pp | 31.71%-4.2pp |
| Employer contribution / active EE | $1,529 | $2,384-35.8% | $3,919-61.0% | $2,471-38.1% |
| Participant deferral / active EE | $3,273 | $3,733-12.3% | $5,048-35.2% | $3,740-12.5% |
| Admin fee / account holder | $3,461 | $6,321-45.2% | $8,927-61.2% | $5,306-34.8% |