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 | $51,498 | $176,812-70.9% | $146,665-64.9% | $167,490-69.3% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 16.04% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,729 | $5,160-47.1% | $4,136-34.0% | $4,837-43.6% |
| Participant deferral / active EE | $5,409 | $6,440-16.0% | $5,506-1.8% | $6,341-14.7% |
| Admin fee / account holder | $1,602 | $13,259-87.9% | $10,280-84.4% | $12,309-87.0% |