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 | $54,044 | $226,064-76.1% | $182,532-70.4% | $152,861-64.6% |
| Participation rate | 47.8% | 82.5%-34.6pp | 78.0%-30.1pp | 82.4%-34.6pp |
| Annual return | 23.80% | 192.51%-168.7pp | 148.54%-124.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,437 | $4,978-71.1% | $4,076-64.8% | $4,762-69.8% |
| Participant deferral / active EE | $2,883 | $6,368-54.7% | $5,524-47.8% | $5,850-50.7% |
| Admin fee / account holder | $4,819 | $10,703-55.0% | $8,592-43.9% | $11,596-58.4% |