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 | $34,501 | $226,064-84.7% | $182,532-81.1% | $152,861-77.4% |
| Participation rate | 55.0% | 82.5%-27.5pp | 78.0%-23.0pp | 82.4%-27.4pp |
| Annual return | 22.69% | 192.51%-169.8pp | 148.54%-125.8pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,739 | $4,978-65.1% | $4,076-57.3% | $4,762-63.5% |
| Participant deferral / active EE | $2,965 | $6,368-53.4% | $5,524-46.3% | $5,850-49.3% |
| Admin fee / account holder | $3,715 | $10,703-65.3% | $8,592-56.8% | $11,596-68.0% |