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 | $35,101 | $105,859-66.8% | $90,160-61.1% | $147,584-76.2% |
| Participation rate | 64.7% | 79.7%-15.0pp | 76.9%-12.2pp | 82.8%-18.1pp |
| Annual return | 15.98% | 37.63%-21.6pp | 34.88%-18.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,057 | $4,126-50.1% | $3,318-38.0% | $4,876-57.8% |
| Participant deferral / active EE | $4,516 | $5,733-21.2% | $5,288-14.6% | $5,439-17.0% |
| Admin fee / account holder | $3,613 | $8,046-55.1% | $5,943-39.2% | $10,885-66.8% |