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 | $74,994 | $165,912-54.8% | $122,332-38.7% | $147,584-49.2% |
| Participation rate | 56.3% | 79.6%-23.3pp | 71.6%-15.4pp | 82.8%-26.6pp |
| Annual return | 13.04% | 34.55%-21.5pp | 30.27%-17.2pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,740 | $5,754-69.8% | $4,050-57.0% | $4,876-64.3% |
| Participant deferral / active EE | $2,936 | $4,005-26.7% | $3,287-10.7% | $5,439-46.0% |
| Admin fee / account holder | $796 | $7,424-89.3% | $5,478-85.5% | $10,885-92.7% |