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 | $24,853 | $85,202-70.8% | $172,739-85.6% | $72,985-65.9% |
| Participation rate | 61.1% | 70.1%-9.0pp | 82.6%-21.5pp | 69.5%-8.4pp |
| Annual return | 25.34% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,219 | $3,324-63.3% | $5,143-76.3% | $2,440-50.1% |
| Participant deferral / active EE | $2,864 | $3,260-12.2% | $5,198-44.9% | $3,607-20.6% |
| Admin fee / account holder | $6,210 | $5,884+5.5% | $13,954-55.5% | $5,124+21.2% |