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 | $45,536 | $51,638-11.8% | $68,368-33.4% | $82,448-44.8% |
| Participation rate | 61.1% | 63.6%-2.5pp | 73.8%-12.6pp | 68.1%-7.0pp |
| Annual return | 16.07% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,279 | $2,047-37.5% | $2,649-51.7% | $2,551-49.9% |
| Participant deferral / active EE | $2,174 | $2,914-25.4% | $4,123-47.3% | $4,139-47.5% |
| Admin fee / account holder | $1,277 | $4,643-72.5% | $5,150-75.2% | $7,234-82.3% |