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 | $58,462 | $98,240-40.5% | $82,313-29.0% | $147,584-60.4% |
| Participation rate | 56.3% | 79.7%-23.5pp | 76.9%-20.6pp | 82.8%-26.6pp |
| Annual return | 22.35% | 30.85%-8.5pp | 25.88%-3.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,636 | $3,192-48.8% | $2,428-32.6% | $4,876-66.5% |
| Participant deferral / active EE | $3,360 | $4,383-23.3% | $3,706-9.3% | $5,439-38.2% |
| Admin fee / account holder | $2,553 | $8,563-70.2% | $5,608-54.5% | $10,885-76.5% |