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 | $50,757 | $52,353-3.0% | $120,225-57.8% | $82,448-38.4% |
| Participation rate | 50.9% | 58.3%-7.4pp | 69.6%-18.7pp | 68.1%-17.2pp |
| Annual return | 17.02% | 61.85%-44.8pp | 439.23%-422.2pp | 41.64%-24.6pp |
| Employer contribution / active EE | $950 | $1,510-37.1% | $3,475-72.7% | $2,551-62.8% |
| Participant deferral / active EE | $2,963 | $2,627+12.8% | $3,999-25.9% | $4,139-28.4% |
| Admin fee / account holder | $3,113 | $4,363-28.6% | $5,696-45.3% | $7,234-57.0% |