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 | $17,583 | $102,966-82.9% | $90,281-80.5% | $152,861-88.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 21.75% | 95.16%-73.4pp | 78.10%-56.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,884 | $3,139-40.0% | $2,854-34.0% | $4,762-60.4% |
| Participant deferral / active EE | $2,620 | $4,281-38.8% | $3,885-32.6% | $5,850-55.2% |
| Admin fee / account holder | $2,817 | $6,171-54.3% | $5,351-47.4% | $11,596-75.7% |