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 | $48,391 | $214,378-77.4% | $200,582-75.9% | $142,382-66.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 18.97% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,487 | $6,841-78.3% | $6,419-76.8% | $4,299-65.4% |
| Participant deferral / active EE | $3,833 | $9,865-61.1% | $9,331-58.9% | $6,507-41.1% |
| Admin fee / account holder | $1,351 | $17,692-92.4% | $16,305-91.7% | $12,624-89.3% |