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 | $39,095 | $185,822-79.0% | $169,993-77.0% | $139,434-72.0% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 18.81% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,439 | $7,590-81.0% | $6,785-78.8% | $4,751-69.7% |
| Participant deferral / active EE | $3,359 | $11,622-71.1% | $10,408-67.7% | $6,710-49.9% |
| Admin fee / account holder | $1,779 | $15,381-88.4% | $12,815-86.1% | $11,403-84.4% |