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 | $54,467 | $203,436-73.2% | $152,466-64.3% | $167,490-67.5% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.2%-21.1pp | 82.1%-25.0pp |
| Annual return | 13.26% | 13.80%-0.5pp | 757.33%-744.1pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,359 | $5,220-74.0% | $4,327-68.6% | $4,837-71.9% |
| Participant deferral / active EE | $3,566 | $6,716-46.9% | $5,820-38.7% | $6,341-43.8% |
| Admin fee / account holder | $1,282 | $22,506-94.3% | $15,805-91.9% | $12,309-89.6% |