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 | $31,228 | $152,587-79.5% | $125,175-75.1% | $152,861-79.6% |
| Participation rate | 52.2% | 83.3%-31.2pp | 79.8%-27.6pp | 82.4%-30.3pp |
| Annual return | 23.27% | 54.84%-31.6pp | 43.79%-20.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,051 | $4,946-78.8% | $3,865-72.8% | $4,762-77.9% |
| Participant deferral / active EE | $3,296 | $5,868-43.8% | $4,937-33.2% | $5,850-43.7% |
| Admin fee / account holder | $991 | $13,434-92.6% | $9,702-89.8% | $11,596-91.5% |