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 | $52,019 | $157,256-66.9% | $141,162-63.1% | $152,861-66.0% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 31.45% | 64.32%-32.9pp | 71.39%-39.9pp | 345.32%-313.9pp |
| Employer contribution / active EE | $2,521 | $5,261-52.1% | $4,735-46.8% | $4,762-47.1% |
| Participant deferral / active EE | $5,014 | $7,109-29.5% | $6,709-25.3% | $5,850-14.3% |
| Admin fee / account holder | $15,629 | $12,120+28.9% | $10,261+52.3% | $11,596+34.8% |