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 | $44,066 | $176,377-75.0% | $134,143-67.1% | $158,922-72.3% |
| Participation rate | 53.8% | 78.7%-24.9pp | 72.2%-18.3pp | 82.0%-28.1pp |
| Annual return | 22.85% | 63.63%-40.8pp | 36.33%-13.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,172 | $5,040-76.7% | $3,704-68.3% | $4,761-75.4% |
| Participant deferral / active EE | $1,550 | $4,091-62.1% | $3,499-55.7% | $5,982-74.1% |
| Admin fee / account holder | $4,979 | $8,718-42.9% | $6,684-25.5% | $11,246-55.7% |