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 | $78,442 | $112,096-30.0% | $95,952-18.2% | $158,922-50.6% |
| Participation rate | 45.0% | 79.0%-34.0pp | 77.1%-32.1pp | 82.0%-37.0pp |
| Annual return | 16.67% | 171.09%-154.4pp | 91.61%-74.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,749 | $3,198-45.3% | $2,541-31.2% | $4,761-63.3% |
| Participant deferral / active EE | $7,549 | $4,784+57.8% | $4,167+81.2% | $5,982+26.2% |
| Admin fee / account holder | $13,049 | $10,130+28.8% | $6,795+92.0% | $11,246+16.0% |