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 | $60,728 | $98,750-38.5% | $149,696-59.4% | $79,858-24.0% |
| Participation rate | 59.1% | 75.8%-16.7pp | 82.5%-23.4pp | 69.6%-10.5pp |
| Annual return | 18.01% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,056 | $3,216-67.2% | $4,644-77.3% | $2,471-57.3% |
| Participant deferral / active EE | $3,195 | $5,680-43.8% | $6,842-53.3% | $3,740-14.6% |
| Admin fee / account holder | $3,378 | $6,053-44.2% | $9,309-63.7% | $5,306-36.3% |