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 | $62,784 | $107,334-41.5% | $92,893-32.4% | $152,861-58.9% |
| Participation rate | 57.9% | 79.8%-21.9pp | 76.0%-18.1pp | 82.4%-24.6pp |
| Annual return | 25.19% | 145.58%-120.4pp | 109.41%-84.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,258 | $4,221-46.5% | $3,653-38.2% | $4,762-52.6% |
| Participant deferral / active EE | $5,791 | $4,845+19.5% | $4,236+36.7% | $5,850-1.0% |
| Admin fee / account holder | $15,202 | $7,079+114.7% | $5,794+162.4% | $11,596+31.1% |