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 | $30,283 | $152,587-80.2% | $125,175-75.8% | $152,861-80.2% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 18.52% | 54.84%-36.3pp | 43.79%-25.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,225 | $4,946-75.2% | $3,865-68.3% | $4,762-74.3% |
| Participant deferral / active EE | $2,666 | $5,868-54.6% | $4,937-46.0% | $5,850-54.4% |
| Admin fee / account holder | $4,455 | $13,434-66.8% | $9,702-54.1% | $11,596-61.6% |