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 | $39,637 | $165,335-76.0% | $149,696-73.5% | $158,922-75.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.39% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,379 | $5,103-73.0% | $4,644-70.3% | $4,761-71.0% |
| Participant deferral / active EE | $3,178 | $7,181-55.7% | $6,842-53.6% | $5,982-46.9% |
| Admin fee / account holder | $4,133 | $10,807-61.8% | $9,309-55.6% | $11,246-63.2% |