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 | $75,006 | $105,181-28.7% | $159,436-53.0% | $85,850-12.6% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.2pp |
| Annual return | 19.70% | 45.07%-25.4pp | 263.57%-243.9pp | 318.53%-298.8pp |
| Employer contribution / active EE | $2,074 | $3,318-37.5% | $4,829-57.1% | $2,565-19.2% |
| Participant deferral / active EE | $3,925 | $5,945-34.0% | $7,352-46.6% | $3,952-0.7% |
| Admin fee / account holder | $10,395 | $6,933+49.9% | $10,799-3.7% | $6,260+66.1% |