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 | $56,576 | $110,257-48.7% | $96,544-41.4% | $139,434-59.4% |
| Participation rate | 47.6% | 78.1%-30.5pp | 76.0%-28.3pp | 80.3%-32.7pp |
| Annual return | 16.81% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,394 | $3,620-61.5% | $2,965-53.0% | $4,751-70.7% |
| Participant deferral / active EE | $6,619 | $5,548+19.3% | $4,851+36.5% | $6,710-1.4% |
| Admin fee / account holder | $12,435 | $11,591+7.3% | $8,252+50.7% | $11,403+9.1% |