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 | $57,041 | $102,966-44.6% | $90,281-36.8% | $152,861-62.7% |
| Participation rate | 46.7% | 75.9%-29.2pp | 73.3%-26.6pp | 82.4%-35.8pp |
| Annual return | 22.79% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,244 | $3,139-60.4% | $2,854-56.4% | $4,762-73.9% |
| Participant deferral / active EE | $1,837 | $4,281-57.1% | $3,885-52.7% | $5,850-68.6% |
| Admin fee / account holder | $433 | $6,171-93.0% | $5,351-91.9% | $11,596-96.3% |