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 | $76,825 | $111,754-31.3% | $103,333-25.7% | $145,922-47.4% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 19.53% | 24.77%-5.2pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $1,870 | $4,212-55.6% | $3,868-51.6% | $4,660-59.9% |
| Participant deferral / active EE | $3,049 | $5,619-45.7% | $5,057-39.7% | $6,688-54.4% |
| Admin fee / account holder | $18,996 | $9,750+94.8% | $8,355+127.4% | $13,397+41.8% |