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 | $48,532 | $124,319-61.0% | $111,297-56.4% | $167,490-71.0% |
| Participation rate | 55.0% | 79.6%-24.6pp | 77.3%-22.3pp | 82.1%-27.1pp |
| Annual return | 44.05% | 37.44%+6.6pp | 54.65%-10.6pp | 478.56%-434.5pp |
| Employer contribution / active EE | $1,164 | $3,435-66.1% | $2,731-57.4% | $4,837-75.9% |
| Participant deferral / active EE | $2,336 | $5,180-54.9% | $4,487-47.9% | $6,341-63.2% |
| Admin fee / account holder | $1,472 | $10,618-86.1% | $7,964-81.5% | $12,309-88.0% |