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 | $56,196 | $117,841-52.3% | $102,423-45.1% | $145,922-61.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.33% | 31.65%-18.3pp | 29.32%-16.0pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,465 | $3,615-31.8% | $3,023-18.5% | $4,660-47.1% |
| Participant deferral / active EE | $3,288 | $5,731-42.6% | $5,053-34.9% | $6,688-50.8% |
| Admin fee / account holder | $9,521 | $13,326-28.6% | $9,451+0.7% | $13,397-28.9% |