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 | $34,796 | $95,416-63.5% | $185,823-81.3% | $85,850-59.5% |
| Participation rate | 54.3% | 68.8%-14.4pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 26.58% | 23.59%+3.0pp | 122.05%-95.5pp | 318.53%-291.9pp |
| Employer contribution / active EE | $1,384 | $3,314-58.2% | $5,167-73.2% | $2,565-46.0% |
| Participant deferral / active EE | $1,870 | $3,423-45.4% | $5,568-66.4% | $3,952-52.7% |
| Admin fee / account holder | $3,130 | $7,213-56.6% | $16,237-80.7% | $6,260-50.0% |