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 | $62,018 | $115,770-46.4% | $101,248-38.7% | $158,922-61.0% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 13.18% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,301 | $4,175-68.8% | $3,660-64.5% | $4,761-72.7% |
| Participant deferral / active EE | $5,854 | $4,957+18.1% | $4,370+34.0% | $5,982-2.1% |
| Admin fee / account holder | $372 | $7,245-94.9% | $5,945-93.7% | $11,246-96.7% |