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 | $65,456 | $232,540-71.9% | $185,117-64.6% | $147,584-55.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 12.78% | 43.03%-30.2pp | 40.50%-27.7pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,116 | $5,195-78.5% | $4,182-73.3% | $4,876-77.1% |
| Participant deferral / active EE | $2,060 | $5,834-64.7% | $5,045-59.2% | $5,439-62.1% |
| Admin fee / account holder | $889 | $10,275-91.3% | $8,159-89.1% | $10,885-91.8% |