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 | $65,002 | $175,202-62.9% | $149,673-56.6% | $139,434-53.4% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 22.34% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,500 | $5,474-72.6% | $4,818-68.9% | $4,751-68.4% |
| Participant deferral / active EE | $7,233 | $6,519+11.0% | $5,680+27.3% | $6,710+7.8% |
| Admin fee / account holder | $1,638 | $16,150-89.9% | $13,210-87.6% | $11,403-85.6% |