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 | $35,810 | $45,035-20.5% | $62,995-43.2% | $70,131-48.9% |
| Participation rate | 61.5% | 69.5%-8.0pp | 74.8%-13.3pp | 69.5%-8.0pp |
| Annual return | 44.85% | 18.76%+26.1pp | 87.57%-42.7pp | 73.14%-28.3pp |
| Employer contribution / active EE | $1,328 | $2,051-35.3% | $2,759-51.9% | $2,342-43.3% |
| Participant deferral / active EE | $3,639 | $2,465+47.7% | $3,329+9.3% | $3,332+9.2% |
| Admin fee / account holder | $879 | $2,834-69.0% | $3,600-75.6% | $4,645-81.1% |