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 | $62,626 | $65,409-4.3% | $98,442-36.4% | $85,850-27.1% |
| Participation rate | 60.0% | 65.0%-5.0pp | 73.3%-13.3pp | 69.3%-9.3pp |
| Annual return | 14.79% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,263 | $2,168-41.7% | $2,960-57.3% | $2,565-50.7% |
| Participant deferral / active EE | $1,745 | $3,166-44.9% | $4,276-59.2% | $3,952-55.8% |
| Admin fee / account holder | $1,256 | $4,593-72.6% | $5,949-78.9% | $6,260-79.9% |