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 | $50,905 | $98,750-48.4% | $149,696-66.0% | $79,858-36.3% |
| Participation rate | 62.0% | 75.8%-13.7pp | 82.5%-20.5pp | 69.6%-7.6pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $2,285 | $3,216-29.0% | $4,644-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $4,562 | $5,680-19.7% | $6,842-33.3% | $3,740+22.0% |
| Admin fee / account holder | $4,993 | $6,053-17.5% | $9,309-46.4% | $5,306-5.9% |