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 | $44,594 | $152,587-70.8% | $125,175-64.4% | $152,861-70.8% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.4%-40.8pp |
| Annual return | 28.17% | 54.84%-26.7pp | 43.79%-15.6pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,493 | $4,946-69.8% | $3,865-61.4% | $4,762-68.6% |
| Participant deferral / active EE | $3,182 | $5,868-45.8% | $4,937-35.5% | $5,850-45.6% |
| Admin fee / account holder | $1,210 | $13,434-91.0% | $9,702-87.5% | $11,596-89.6% |