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 | $55,103 | $152,587-63.9% | $125,175-56.0% | $152,861-64.0% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 61.99% | 54.84%+7.2pp | 43.79%+18.2pp | 345.32%-283.3pp |
| Employer contribution / active EE | $1,067 | $4,946-78.4% | $3,865-72.4% | $4,762-77.6% |
| Participant deferral / active EE | $2,120 | $5,868-63.9% | $4,937-57.1% | $5,850-63.8% |
| Admin fee / account holder | $9,122 | $13,434-32.1% | $9,702-6.0% | $11,596-21.3% |