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 | $43,980 | $105,181-58.2% | $159,436-72.4% | $85,850-48.8% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.8%-21.3pp | 69.3%-7.8pp |
| Annual return | 22.14% | 45.07%-22.9pp | 263.57%-241.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,255 | $3,318-62.2% | $4,829-74.0% | $2,565-51.1% |
| Participant deferral / active EE | $6,111 | $5,945+2.8% | $7,352-16.9% | $3,952+54.6% |
| Admin fee / account holder | $20,718 | $6,933+198.8% | $10,799+91.9% | $6,260+231.0% |