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 | $60,060 | $114,381-47.5% | $107,525-44.1% | $142,382-57.8% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 13.68% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,023 | $4,015-74.5% | $3,754-72.7% | $4,299-76.2% |
| Participant deferral / active EE | $3,609 | $5,564-35.1% | $5,116-29.4% | $6,507-44.5% |
| Admin fee / account holder | $1,389 | $9,860-85.9% | $8,919-84.4% | $12,624-89.0% |