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 | $70,895 | $107,334-33.9% | $92,893-23.7% | $152,861-53.6% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 25.58% | 145.58%-120.0pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,674 | $4,221-60.3% | $3,653-54.2% | $4,762-64.9% |
| Participant deferral / active EE | $3,490 | $4,845-28.0% | $4,236-17.6% | $5,850-40.3% |
| Admin fee / account holder | $3,133 | $7,079-55.7% | $5,794-45.9% | $11,596-73.0% |