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 | $66,155 | $106,890-38.1% | $84,015-21.3% | $152,861-56.7% |
| Participation rate | 52.2% | 75.2%-23.1pp | 69.0%-16.8pp | 82.4%-30.3pp |
| Annual return | 21.95% | 104.99%-83.0pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,565 | $2,734-42.8% | $1,983-21.1% | $4,762-67.1% |
| Participant deferral / active EE | $2,762 | $4,011-31.2% | $3,239-14.7% | $5,850-52.8% |
| Admin fee / account holder | $3,129 | $8,285-62.2% | $6,101-48.7% | $11,596-73.0% |