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 | $33,744 | $105,181-67.9% | $159,436-78.8% | $85,850-60.7% |
| Participation rate | 48.6% | 75.8%-27.2pp | 82.8%-34.3pp | 69.3%-20.7pp |
| Annual return | 13.53% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,612 | $3,318+8.8% | $4,829-25.2% | $2,565+40.8% |
| Participant deferral / active EE | $3,127 | $5,945-47.4% | $7,352-57.5% | $3,952-20.9% |
| Admin fee / account holder | $6,020 | $6,933-13.2% | $10,799-44.2% | $6,260-3.8% |