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 | $36,204 | $99,652-63.7% | $78,778-54.0% | $147,584-75.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 36.12% | 47.28%-11.2pp | 35.62%+0.5pp | 578.55%-542.4pp |
| Employer contribution / active EE | $1,028 | $2,796-63.2% | $1,986-48.2% | $4,876-78.9% |
| Participant deferral / active EE | $2,649 | $3,664-27.7% | $2,958-10.5% | $5,439-51.3% |
| Admin fee / account holder | $2,433 | $7,155-66.0% | $5,134-52.6% | $10,885-77.7% |