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 | $57,553 | $115,770-50.3% | $101,248-43.2% | $158,922-63.8% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 10.50% | 56.14%-45.6pp | 46.47%-36.0pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,067 | $4,175-74.5% | $3,660-70.9% | $4,761-77.6% |
| Participant deferral / active EE | $1,887 | $4,957-61.9% | $4,370-56.8% | $5,982-68.5% |
| Admin fee / account holder | $7,237 | $7,245-0.1% | $5,945+21.7% | $11,246-35.7% |