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 | $33,005 | $127,777-74.2% | $106,548-69.0% | $167,490-80.3% |
| Participation rate | 61.5% | 78.3%-16.7pp | 76.1%-14.6pp | 82.1%-20.6pp |
| Annual return | 13.34% | 33.87%-20.5pp | 26.80%-13.5pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,630 | $3,427-52.4% | $2,819-42.2% | $4,837-66.3% |
| Participant deferral / active EE | $5,481 | $5,087+7.7% | $4,398+24.6% | $6,341-13.6% |
| Admin fee / account holder | $1,611 | $11,228-85.7% | $7,407-78.3% | $12,309-86.9% |