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 | $47,424 | $115,770-59.0% | $101,248-53.2% | $158,922-70.2% |
| Participation rate | 53.3% | 79.4%-26.0pp | 75.8%-22.5pp | 82.0%-28.6pp |
| Annual return | 17.02% | 56.14%-39.1pp | 46.47%-29.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,004 | $4,175-52.0% | $3,660-45.2% | $4,761-57.9% |
| Participant deferral / active EE | $4,157 | $4,957-16.1% | $4,370-4.9% | $5,982-30.5% |
| Admin fee / account holder | $339 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |