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 | $45,219 | $99,652-54.6% | $78,778-42.6% | $147,584-69.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 12.45% | 47.28%-34.8pp | 35.62%-23.2pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,430 | $2,796-48.8% | $1,986-28.0% | $4,876-70.7% |
| Participant deferral / active EE | $3,603 | $3,664-1.6% | $2,958+21.8% | $5,439-33.7% |
| Admin fee / account holder | $8,546 | $7,155+19.4% | $5,134+66.5% | $10,885-21.5% |