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 | $41,874 | $84,233-50.3% | $170,442-75.4% | $70,131-40.3% |
| Participation rate | 38.9% | 70.8%-31.9pp | 83.6%-44.7pp | 69.5%-30.7pp |
| Annual return | 15.26% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,608 | $3,387-23.0% | $5,433-52.0% | $2,342+11.3% |
| Participant deferral / active EE | $2,608 | $3,086-15.5% | $4,939-47.2% | $3,332-21.7% |
| Admin fee / account holder | $4,663 | $5,698-18.2% | $13,880-66.4% | $4,645+0.4% |