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 | $60,940 | $118,849-48.7% | $96,562-36.9% | $167,490-63.6% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 11.04% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,751 | $3,120-43.9% | $2,356-25.7% | $4,837-63.8% |
| Participant deferral / active EE | $4,980 | $4,616+7.9% | $3,849+29.4% | $6,341-21.5% |
| Admin fee / account holder | $6,363 | $8,065-21.1% | $6,181+2.9% | $12,309-48.3% |