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 | $65,268 | $116,175-43.8% | $93,606-30.3% | $152,861-57.3% |
| Participation rate | 25.0% | 78.0%-53.0pp | 75.8%-50.8pp | 82.4%-57.4pp |
| Annual return | 13.43% | 35.96%-22.5pp | 32.76%-19.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,550 | $3,218-51.8% | $2,718-43.0% | $4,762-67.5% |
| Participant deferral / active EE | $4,980 | $4,603+8.2% | $4,069+22.4% | $5,850-14.9% |
| Admin fee / account holder | $18,531 | $10,748+72.4% | $7,888+134.9% | $11,596+59.8% |