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 | $30,483 | $98,750-69.1% | $149,696-79.6% | $79,858-61.8% |
| Participation rate | 48.6% | 75.8%-27.1pp | 82.5%-33.8pp | 69.6%-21.0pp |
| Annual return | 16.76% | 27.43%-10.7pp | 276.60%-259.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,430 | $3,216-55.5% | $4,644-69.2% | $2,471-42.1% |
| Participant deferral / active EE | $2,759 | $5,680-51.4% | $6,842-59.7% | $3,740-26.2% |
| Admin fee / account holder | $926 | $6,053-84.7% | $9,309-90.1% | $5,306-82.6% |