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 | $209,336-76.9% | $197,124-75.5% | $137,256-64.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 18.97% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,487 | $6,591-77.4% | $6,227-76.1% | $4,156-64.2% |
| Participant deferral / active EE | $3,833 | $9,614-60.1% | $9,135-58.0% | $6,407-40.2% |
| Admin fee / account holder | $1,351 | $17,308-92.2% | $16,298-91.7% | $12,270-89.0% |