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 | $64,464 | $176,812-63.5% | $146,665-56.0% | $167,490-61.5% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.75% | 24.03%-13.3pp | 22.74%-12.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,388 | $5,160-73.1% | $4,136-66.4% | $4,837-71.3% |
| Participant deferral / active EE | $3,078 | $6,440-52.2% | $5,506-44.1% | $6,341-51.5% |
| Admin fee / account holder | $964 | $13,259-92.7% | $10,280-90.6% | $12,309-92.2% |