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 | $51,170 | $53,516-4.4% | $126,539-59.6% | $84,808-39.7% |
| Participation rate | 21.7% | 58.2%-36.6pp | 69.8%-48.1pp | 68.3%-46.6pp |
| Annual return | 17.76% | 58.34%-40.6pp | 425.95%-408.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,163 | $1,535-24.2% | $3,674-68.4% | $2,631-55.8% |
| Participant deferral / active EE | $2,602 | $2,671-2.6% | $4,083-36.3% | $4,212-38.2% |
| Admin fee / account holder | $2,727 | $4,497-39.4% | $6,065-55.0% | $7,344-62.9% |