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 | $66,149 | $105,181-37.1% | $159,436-58.5% | $85,850-22.9% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.8%-18.8pp | 69.3%-5.3pp |
| Annual return | 17.62% | 45.07%-27.5pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,358 | $3,318-28.9% | $4,829-51.2% | $2,565-8.1% |
| Participant deferral / active EE | $7,114 | $5,945+19.7% | $7,352-3.2% | $3,952+80.0% |
| Admin fee / account holder | $7,011 | $6,933+1.1% | $10,799-35.1% | $6,260+12.0% |