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 | $53,936 | $107,334-49.7% | $92,893-41.9% | $152,861-64.7% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 23.70% | 145.58%-121.9pp | 109.41%-85.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,038 | $4,221-75.4% | $3,653-71.6% | $4,762-78.2% |
| Participant deferral / active EE | $4,223 | $4,845-12.8% | $4,236-0.3% | $5,850-27.8% |
| Admin fee / account holder | $557 | $7,079-92.1% | $5,794-90.4% | $11,596-95.2% |