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 | $28,632 | $95,416-70.0% | $185,823-84.6% | $85,850-66.6% |
| Participation rate | 56.1% | 68.8%-12.7pp | 81.7%-25.6pp | 69.3%-13.2pp |
| Annual return | 12.95% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,242 | $3,314-32.3% | $5,167-56.6% | $2,565-12.6% |
| Participant deferral / active EE | $2,814 | $3,423-17.8% | $5,568-49.5% | $3,952-28.8% |
| Admin fee / account holder | $5,778 | $7,213-19.9% | $16,237-64.4% | $6,260-7.7% |