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 | $53,374 | $116,175-54.1% | $93,606-43.0% | $152,861-65.1% |
| Participation rate | 36.8% | 78.0%-41.2pp | 75.8%-39.0pp | 82.4%-45.6pp |
| Annual return | 27.99% | 35.96%-8.0pp | 32.76%-4.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,205 | $3,218-62.6% | $2,718-55.7% | $4,762-74.7% |
| Participant deferral / active EE | $2,436 | $4,603-47.1% | $4,069-40.1% | $5,850-58.4% |
| Admin fee / account holder | $2,864 | $10,748-73.4% | $7,888-63.7% | $11,596-75.3% |