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 | $44,210 | $104,251-57.6% | $91,001-51.4% | $147,584-70.0% |
| Participation rate | 68.2% | 78.2%-10.1pp | 75.6%-7.4pp | 82.8%-14.6pp |
| Annual return | 18.01% | 27.06%-9.1pp | 4.60%+13.4pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,013 | $3,116-35.4% | $2,456-18.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,656 | $4,195-36.7% | $3,547-25.1% | $5,439-51.2% |
| Admin fee / account holder | $849 | $8,948-90.5% | $5,417-84.3% | $10,885-92.2% |