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 | $50,478 | $124,281-59.4% | $109,143-53.8% | $167,490-69.9% |
| Participation rate | 53.8% | 79.4%-25.6pp | 75.9%-22.0pp | 82.1%-28.3pp |
| Annual return | 19.62% | 26.04%-6.4pp | 25.75%-6.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $2,093 | $4,207-50.2% | $3,722-43.8% | $4,837-56.7% |
| Participant deferral / active EE | $4,449 | $5,255-15.3% | $4,653-4.4% | $6,341-29.8% |
| Admin fee / account holder | $8,419 | $7,970+5.6% | $6,752+24.7% | $12,309-31.6% |