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 | $42,960 | $100,773-57.4% | $88,946-51.7% | $142,382-69.8% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 14.88% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,588 | $2,918-45.6% | $2,555-37.9% | $4,299-63.1% |
| Participant deferral / active EE | $5,184 | $5,230-0.9% | $4,581+13.2% | $6,507-20.3% |
| Admin fee / account holder | $1,753 | $9,693-81.9% | $8,261-78.8% | $12,624-86.1% |