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 | $38,658 | $76,000-49.1% | $154,107-74.9% | $64,186-39.8% |
| Participation rate | 65.2% | 70.4%-5.2pp | 83.0%-17.8pp | 69.6%-4.4pp |
| Annual return | 5.21% | 30.32%-25.1pp | 735.12%-729.9pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,151 | $3,351-35.8% | $5,298-59.4% | $2,381-9.7% |
| Participant deferral / active EE | $3,328 | $3,175+4.8% | $5,081-34.5% | $3,470-4.1% |
| Admin fee / account holder | $2,776 | $5,596-50.4% | $13,411-79.3% | $4,888-43.2% |