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 | $68,152 | $104,251-34.6% | $91,001-25.1% | $147,584-53.8% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.6%-31.2pp | 82.8%-38.4pp |
| Annual return | 16.81% | 27.06%-10.3pp | 4.60%+12.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,027 | $3,116-67.0% | $2,456-58.2% | $4,876-78.9% |
| Participant deferral / active EE | $3,383 | $4,195-19.4% | $3,547-4.6% | $5,439-37.8% |
| Admin fee / account holder | $390 | $8,948-95.6% | $5,417-92.8% | $10,885-96.4% |