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 | $62,252 | $105,181-40.8% | $159,436-61.0% | $85,850-27.5% |
| Participation rate | 52.4% | 75.8%-23.4pp | 82.8%-30.4pp | 69.3%-16.9pp |
| Annual return | 15.17% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,163 | $3,318-64.9% | $4,829-75.9% | $2,565-54.7% |
| Participant deferral / active EE | $2,761 | $5,945-53.6% | $7,352-62.4% | $3,952-30.1% |
| Admin fee / account holder | $4,888 | $6,933-29.5% | $10,799-54.7% | $6,260-21.9% |