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 | $67,802 | $115,770-41.4% | $101,248-33.0% | $158,922-57.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 18.25% | 56.14%-37.9pp | 46.47%-28.2pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,196 | $4,175-71.3% | $3,660-67.3% | $4,761-74.9% |
| Participant deferral / active EE | $2,684 | $4,957-45.9% | $4,370-38.6% | $5,982-55.1% |
| Admin fee / account holder | $1,140 | $7,245-84.3% | $5,945-80.8% | $11,246-89.9% |