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 | $50,503 | $98,750-48.9% | $149,696-66.3% | $79,858-36.8% |
| Participation rate | 52.5% | 75.8%-23.3pp | 82.5%-30.0pp | 69.6%-17.2pp |
| Annual return | 15.06% | 27.43%-12.4pp | 276.60%-261.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,824 | $3,216-43.3% | $4,644-60.7% | $2,471-26.2% |
| Participant deferral / active EE | $2,900 | $5,680-49.0% | $6,842-57.6% | $3,740-22.5% |
| Admin fee / account holder | $344 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |