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 | $51,200 | $100,773-49.2% | $88,946-42.4% | $142,382-64.0% |
| Participation rate | 45.8% | 74.3%-28.5pp | 68.8%-23.0pp | 80.1%-34.3pp |
| Annual return | 22.51% | 70.18%-47.7pp | 57.82%-35.3pp | 217.08%-194.6pp |
| Employer contribution / active EE | $837 | $2,918-71.3% | $2,555-67.2% | $4,299-80.5% |
| Participant deferral / active EE | $2,325 | $5,230-55.5% | $4,581-49.3% | $6,507-64.3% |
| Admin fee / account holder | $901 | $9,693-90.7% | $8,261-89.1% | $12,624-92.9% |