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 | $57,158 | $99,079-42.3% | $77,999-26.7% | $273,961-79.1% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.5%-12.4pp | 83.0%-19.9pp |
| Annual return | 7.15% | 217.93%-210.8pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,026 | $3,308-69.0% | $2,470-58.5% | $4,869-78.9% |
| Participant deferral / active EE | $3,690 | $4,306-14.3% | $3,497+5.5% | $5,287-30.2% |
| Admin fee / account holder | $673 | $8,954-92.5% | $5,480-87.7% | $10,132-93.4% |