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 | $40,196 | $63,346-36.5% | $92,233-56.4% | $70,131-42.7% |
| Participation rate | 65.5% | 68.7%-3.2pp | 76.5%-11.0pp | 69.5%-4.0pp |
| Annual return | 13.92% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,876 | $2,471-24.1% | $3,679-49.0% | $2,342-19.9% |
| Participant deferral / active EE | $2,703 | $2,854-5.3% | $3,897-30.6% | $3,332-18.9% |
| Admin fee / account holder | $3,101 | $3,840-19.2% | $5,194-40.3% | $4,645-33.2% |