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 | $85,689 | $176,812-51.5% | $146,665-41.6% | $167,490-48.8% |
| Participation rate | 54.5% | 83.6%-29.1pp | 80.1%-25.5pp | 82.1%-27.6pp |
| Annual return | 12.74% | 24.03%-11.3pp | 22.74%-10.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,277 | $5,160-75.3% | $4,136-69.1% | $4,837-73.6% |
| Participant deferral / active EE | $2,206 | $6,440-65.7% | $5,506-59.9% | $6,341-65.2% |
| Admin fee / account holder | $2,746 | $13,259-79.3% | $10,280-73.3% | $12,309-77.7% |