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 | $55,632 | $98,240-43.4% | $82,313-32.4% | $147,584-62.3% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 16.88% | 30.85%-14.0pp | 25.88%-9.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,578 | $3,192-50.6% | $2,428-35.0% | $4,876-67.6% |
| Participant deferral / active EE | $4,482 | $4,383+2.3% | $3,706+20.9% | $5,439-17.6% |
| Admin fee / account holder | $7,547 | $8,563-11.9% | $5,608+34.6% | $10,885-30.7% |