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 | $46,293 | $81,632-43.3% | $70,449-34.3% | $158,922-70.9% |
| Participation rate | 61.9% | 77.7%-15.8pp | 75.1%-13.2pp | 82.0%-20.1pp |
| Annual return | 14.35% | 208.40%-194.1pp | 109.03%-94.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,241 | $3,217-61.4% | $2,737-54.6% | $4,761-73.9% |
| Participant deferral / active EE | $2,138 | $4,554-53.1% | $3,709-42.4% | $5,982-64.3% |
| Admin fee / account holder | $13,540 | $6,193+118.7% | $3,845+252.1% | $11,246+20.4% |