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 | $72,123 | $111,724-35.4% | $93,606-23.0% | $145,922-50.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 19.25% | 202.98%-183.7pp | 133.20%-113.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,211 | $3,090-60.8% | $2,420-50.0% | $4,660-74.0% |
| Participant deferral / active EE | $3,691 | $4,912-24.8% | $4,411-16.3% | $6,688-44.8% |
| Admin fee / account holder | $2,714 | $10,250-73.5% | $8,285-67.2% | $13,397-79.7% |