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 | $57,153 | $124,281-54.0% | $109,143-47.6% | $167,490-65.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 50.84% | 26.04%+24.8pp | 25.75%+25.1pp | 478.56%-427.7pp |
| Employer contribution / active EE | $1,834 | $4,207-56.4% | $3,722-50.7% | $4,837-62.1% |
| Participant deferral / active EE | $2,535 | $5,255-51.8% | $4,653-45.5% | $6,341-60.0% |
| Admin fee / account holder | $1,175 | $7,970-85.3% | $6,752-82.6% | $12,309-90.5% |