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 | $51,346 | $58,828-12.7% | $77,999-34.2% | $62,891-18.4% |
| Participation rate | 62.3% | 71.1%-8.8pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 7.51% | 17.16%-9.6pp | 425.96%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $485 | $1,672-71.0% | $2,470-80.4% | $2,281-78.7% |
| Participant deferral / active EE | $3,031 | $2,686+12.9% | $3,497-13.3% | $3,203-5.4% |
| Admin fee / account holder | $11,244 | $4,393+155.9% | $5,480+105.2% | $4,296+161.8% |