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 | $57,365 | $102,966-44.3% | $90,281-36.5% | $152,861-62.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 25.43% | 95.16%-69.7pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,177 | $3,139-62.5% | $2,854-58.8% | $4,762-75.3% |
| Participant deferral / active EE | $5,957 | $4,281+39.1% | $3,885+53.3% | $5,850+1.8% |
| Admin fee / account holder | $5,000 | $6,171-19.0% | $5,351-6.6% | $11,596-56.9% |