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 | $23,500 | $96,484-75.6% | $75,886-69.0% | $152,861-84.6% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 13.19% | 33.98%-20.8pp | 30.76%-17.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $842 | $3,309-74.6% | $2,500-66.3% | $4,762-82.3% |
| Participant deferral / active EE | $2,062 | $4,553-54.7% | $3,603-42.8% | $5,850-64.7% |
| Admin fee / account holder | $7,263 | $8,078-10.1% | $5,418+34.0% | $11,596-37.4% |