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 | $51,992 | $81,625-36.3% | $167,512-69.0% | $74,304-30.0% |
| Participation rate | 59.8% | 60.0%-0.2pp | 77.1%-17.2pp | 60.3%-0.5pp |
| Annual return | 16.05% | 26.09%-10.0pp | 1615.79%-1599.7pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,231 | $2,010-38.8% | $3,882-68.3% | $2,241-45.1% |
| Participant deferral / active EE | $2,078 | $4,115-49.5% | $6,405-67.6% | $3,767-44.9% |
| Admin fee / account holder | $1,287 | $3,474-63.0% | $9,769-86.8% | $2,969-56.6% |