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 | $59,024 | $133,922-55.9% | $116,228-49.2% | $142,382-58.5% |
| Participation rate | 39.1% | 77.9%-38.7pp | 74.6%-35.4pp | 80.1%-41.0pp |
| Annual return | 18.26% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,304 | $3,446-62.2% | $2,994-56.5% | $4,299-69.7% |
| Participant deferral / active EE | $2,035 | $5,672-64.1% | $4,953-58.9% | $6,507-68.7% |
| Admin fee / account holder | $1,732 | $14,945-88.4% | $11,989-85.6% | $12,624-86.3% |