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 | $34,688 | $95,416-63.6% | $185,823-81.3% | $85,850-59.6% |
| Participation rate | 34.7% | 68.8%-34.1pp | 81.7%-47.0pp | 69.3%-34.6pp |
| Annual return | 13.12% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,506 | $3,314-54.6% | $5,167-70.9% | $2,565-41.3% |
| Participant deferral / active EE | $3,514 | $3,423+2.7% | $5,568-36.9% | $3,952-11.1% |
| Admin fee / account holder | $2,332 | $7,213-67.7% | $16,237-85.6% | $6,260-62.8% |