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 | $56,302 | $98,750-43.0% | $149,696-62.4% | $79,858-29.5% |
| Participation rate | 57.3% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.3pp |
| Annual return | 20.39% | 27.43%-7.0pp | 276.60%-256.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,245 | $3,216-61.3% | $4,644-73.2% | $2,471-49.6% |
| Participant deferral / active EE | $5,370 | $5,680-5.5% | $6,842-21.5% | $3,740+43.6% |
| Admin fee / account holder | $1,387 | $6,053-77.1% | $9,309-85.1% | $5,306-73.9% |