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 | $58,878 | $210,408-72.0% | $153,485-61.6% | $145,922-59.7% |
| Participation rate | 35.7% | 82.1%-46.4pp | 77.1%-41.4pp | 80.3%-44.6pp |
| Annual return | 9.49% | 13.37%-3.9pp | 15.65%-6.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,394 | $6,048-76.9% | $5,039-72.3% | $4,660-70.1% |
| Participant deferral / active EE | $3,627 | $7,975-54.5% | $6,757-46.3% | $6,688-45.8% |
| Admin fee / account holder | $25,265 | $19,419+30.1% | $12,724+98.6% | $13,397+88.6% |