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 | $44,409 | $232,540-80.9% | $185,117-76.0% | $147,584-69.9% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 22.83% | 43.03%-20.2pp | 40.50%-17.7pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,859 | $5,195-64.2% | $4,182-55.5% | $4,876-61.9% |
| Participant deferral / active EE | $4,746 | $5,834-18.6% | $5,045-5.9% | $5,439-12.7% |
| Admin fee / account holder | $1,870 | $10,275-81.8% | $8,159-77.1% | $10,885-82.8% |