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 | $29,015 | $152,587-81.0% | $125,175-76.8% | $152,861-81.0% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.4%-25.3pp |
| Annual return | 12.82% | 54.84%-42.0pp | 43.79%-31.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,989 | $4,946-59.8% | $3,865-48.5% | $4,762-58.2% |
| Participant deferral / active EE | $2,458 | $5,868-58.1% | $4,937-50.2% | $5,850-58.0% |
| Admin fee / account holder | $829 | $13,434-93.8% | $9,702-91.5% | $11,596-92.9% |