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 | $68,038 | $98,750-31.1% | $149,696-54.5% | $79,858-14.8% |
| Participation rate | 26.9% | 75.8%-48.8pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 25.90% | 27.43%-1.5pp | 276.60%-250.7pp | 31.71%-5.8pp |
| Employer contribution / active EE | $1,378 | $3,216-57.1% | $4,644-70.3% | $2,471-44.2% |
| Participant deferral / active EE | $3,358 | $5,680-40.9% | $6,842-50.9% | $3,740-10.2% |
| Admin fee / account holder | $6,875 | $6,053+13.6% | $9,309-26.1% | $5,306+29.6% |