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 | $48,224 | $115,770-58.3% | $101,248-52.4% | $158,922-69.7% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 20.24% | 56.14%-35.9pp | 46.47%-26.2pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,756 | $4,175-34.0% | $3,660-24.7% | $4,761-42.1% |
| Participant deferral / active EE | $4,180 | $4,957-15.7% | $4,370-4.3% | $5,982-30.1% |
| Admin fee / account holder | $4,430 | $7,245-38.9% | $5,945-25.5% | $11,246-60.6% |