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 | $60,535 | $99,079-38.9% | $77,999-22.4% | $273,961-77.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | 9.60% | 217.93%-208.3pp | 425.96%-416.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,315 | $3,308-60.2% | $2,470-46.8% | $4,869-73.0% |
| Participant deferral / active EE | $3,768 | $4,306-12.5% | $3,497+7.8% | $5,287-28.7% |
| Admin fee / account holder | $1,415 | $8,954-84.2% | $5,480-74.2% | $10,132-86.0% |