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 | $59,651 | $79,171-24.7% | $102,423-41.8% | $74,495-19.9% |
| Participation rate | 38.0% | 74.8%-36.8pp | 76.5%-38.5pp | 67.2%-29.2pp |
| Annual return | 17.45% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,335 | $2,362-43.5% | $3,023-55.8% | $2,623-49.1% |
| Participant deferral / active EE | $2,402 | $4,415-45.6% | $5,053-52.5% | $4,346-44.7% |
| Admin fee / account holder | $1,186 | $2,001-40.7% | $9,451-87.5% | $1,942-38.9% |