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 | $48,119 | $102,966-53.3% | $90,281-46.7% | $152,861-68.5% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.4pp | 82.4%-23.6pp |
| Annual return | 21.18% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,012 | $3,139-35.9% | $2,854-29.5% | $4,762-57.8% |
| Participant deferral / active EE | $3,140 | $4,281-26.7% | $3,885-19.2% | $5,850-46.3% |
| Admin fee / account holder | $899 | $6,171-85.4% | $5,351-83.2% | $11,596-92.2% |