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 | $36,044 | $84,233-57.2% | $170,442-78.9% | $70,131-48.6% |
| Participation rate | 56.7% | 70.8%-14.2pp | 83.6%-26.9pp | 69.5%-12.9pp |
| Annual return | 17.15% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,105 | $3,387-67.4% | $5,433-79.7% | $2,342-52.8% |
| Participant deferral / active EE | $2,167 | $3,086-29.8% | $4,939-56.1% | $3,332-34.9% |
| Admin fee / account holder | $800 | $5,698-86.0% | $13,880-94.2% | $4,645-82.8% |