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 | $53,815 | $111,724-51.8% | $93,606-42.5% | $145,922-63.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 23.05% | 202.98%-179.9pp | 133.20%-110.1pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,045 | $3,090-66.2% | $2,420-56.8% | $4,660-77.6% |
| Participant deferral / active EE | $3,272 | $4,912-33.4% | $4,411-25.8% | $6,688-51.1% |
| Admin fee / account holder | $608 | $10,250-94.1% | $8,285-92.7% | $13,397-95.5% |