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 | $45,932 | $65,409-29.8% | $98,442-53.3% | $85,850-46.5% |
| Participation rate | 61.4% | 65.0%-3.6pp | 73.3%-12.0pp | 69.3%-8.0pp |
| Annual return | 16.64% | 21.76%-5.1pp | 1492.73%-1476.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $492 | $2,168-77.3% | $2,960-83.4% | $2,565-80.8% |
| Participant deferral / active EE | $2,275 | $3,166-28.1% | $4,276-46.8% | $3,952-42.4% |
| Admin fee / account holder | $3,818 | $4,593-16.9% | $5,949-35.8% | $6,260-39.0% |