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 | $42,577 | $78,672-45.9% | $109,143-61.0% | $85,850-50.4% |
| Participation rate | 61.8% | 68.3%-6.5pp | 75.9%-14.1pp | 69.3%-7.6pp |
| Annual return | 13.20% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,112 | $2,735-59.3% | $3,722-70.1% | $2,565-56.6% |
| Participant deferral / active EE | $1,635 | $3,467-52.8% | $4,653-64.9% | $3,952-58.6% |
| Admin fee / account holder | $8,933 | $5,469+63.3% | $6,752+32.3% | $6,260+42.7% |