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 | $62,125 | $70,669-12.1% | $169,368-63.3% | $75,163-17.3% |
| Participation rate | 51.5% | 64.8%-13.3pp | 77.1%-25.7pp | 67.2%-15.7pp |
| Annual return | 16.58% | 36.36%-19.8pp | 405.60%-389.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $655 | $2,211-70.4% | $4,013-83.7% | $2,670-75.5% |
| Participant deferral / active EE | $2,743 | $4,311-36.4% | $6,221-55.9% | $4,125-33.5% |
| Admin fee / account holder | $10,154 | $5,402+87.9% | $9,003+12.8% | $5,651+79.7% |