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 | $37,771 | $99,652-62.1% | $78,778-52.1% | $147,584-74.4% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 12.90% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,275 | $2,796-54.4% | $1,986-35.8% | $4,876-73.9% |
| Participant deferral / active EE | $2,580 | $3,664-29.6% | $2,958-12.8% | $5,439-52.6% |
| Admin fee / account holder | $2,532 | $7,155-64.6% | $5,134-50.7% | $10,885-76.7% |