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 | $25,979 | $142,405-81.8% | $115,157-77.4% | $152,861-83.0% |
| Participation rate | 64.7% | 82.4%-17.6pp | 75.9%-11.2pp | 82.4%-17.7pp |
| Annual return | 19.04% | 41.48%-22.4pp | 35.60%-16.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,565 | $4,010-61.0% | $3,179-50.8% | $4,762-67.1% |
| Participant deferral / active EE | $2,491 | $5,164-51.8% | $4,168-40.2% | $5,850-57.4% |
| Admin fee / account holder | $2,613 | $8,462-69.1% | $7,088-63.1% | $11,596-77.5% |