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 | $22,641 | $227,553-90.1% | $189,557-88.1% | $167,490-86.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 13.67% | 78.40%-64.7pp | 64.17%-50.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,123 | $5,316-41.3% | $4,412-29.2% | $4,837-35.4% |
| Participant deferral / active EE | $2,586 | $7,002-63.1% | $6,174-58.1% | $6,341-59.2% |
| Admin fee / account holder | $1,496 | $11,878-87.4% | $9,807-84.7% | $12,309-87.8% |