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 | $18,500 | $124,281-85.1% | $109,143-83.0% | $167,490-89.0% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 18.73% | 26.04%-7.3pp | 25.75%-7.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,659 | $4,207-36.8% | $3,722-28.6% | $4,837-45.0% |
| Participant deferral / active EE | $8,183 | $5,255+55.7% | $4,653+75.9% | $6,341+29.1% |
| Admin fee / account holder | $539 | $7,970-93.2% | $6,752-92.0% | $12,309-95.6% |